Jim Cramer Discussed These 10 Stocks Recently

5. The Trade Desk, Inc. (NASDAQ:TTD)

Number of Hedge Fund Holders: 63

Discussing The Trade Desk, Inc. (NASDAQ:TTD), Cramer said:

“We need them to come on. I’ll tell you, we need Jeff to come on. I’m kind of blown away about how badly the stock acts, but I know when I read the quarter, he was very upset with himself. We get him on, maybe we can get some answers. Otherwise, it’s gonna keep going down I’m afraid.”

The Trade Desk (NASDAQ:TTD) provides a self-service cloud-based platform that allows users to manage and optimize digital advertising campaigns across various formats and channels, offering data and supplementary services to enhance ad performance. Rowan Street Capital stated the following regarding The Trade Desk, Inc. (NASDAQ:TTD) in its Q4 2024 investor letter:

“The Trade Desk (TTD): Investment Initiated: March 2020

Internal Rate of Return (IRR): 54%

The Trade Desk has been our most successful investment to date. March 2025 will mark five years since we opportunistically initiated our position at a cost basis of $17.40 (split-adjusted). Since then, TTD has appreciated more than sevenfold, delivering an annualized return of approximately 54%.

These exceptional results far outpace the company’s strong fundamental growth, with revenues and earnings compounding at approximately 25% annually over this period (refer to the table below). The primary reason for this outsized return lies in the price at which we were able to acquire TTD during the early days of the pandemic, when market fears briefly drove it down to just 10x revenues. Today, the valuation has expanded significantly to approximately 25x revenues, amplifying our returns…” (Click here to read the full text)