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Strategies & Market Trends : The Art of Investing
PICK 58.06-6.3%Jan 30 4:00 PM EST

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To: sixty2nds who wrote (9649)3/14/2025 4:30:52 PM
From: sixty2nds  Read Replies (2) of 10768
 
MGNI...

The TTD, The Trade Desk forward guidance has burned down the house.

TTD being the industry Guerilla has blown up my MGNI play.

AND

The TTD guidance was not THAT bad.

BUT

When the passives start selling they burn the house down.

In December 2024 TTDn peaked at $141/sh.

At this weeks Low of $53.42...

I think it is safe to say The Bottom is NOT in.

TTD closed today at $53.94/sh

If your looking for a turn around TTD might be a better play than CELH.
Like HSY you don't need to fix a business model
CELH has a lot more shiny new moving parts.
THAT
means there is some degree of learning curve AND mistakes can/will happen.

Early today I book my 30% loss on the 2X Position.

I moved the proceeds into FNV...Franco Nevada Corp.

I considered pushing EQX from a 3X to a 5X Position.
I really like the Calibre Mining merger.

Sanity returned.
The fever broke.

After more FNV research I've decided FNV has more future runway than I originally thought.
AND
A friend reminded me FNV does NOT burn and Diesel
The Panama situation will resolve.
It is scheduled for International Arbitration next year.

Cheers,
60
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