Parkev Tatevosian, CFA发布 2026-09-26
《Why I Sold This Underperforming Growth Stock》
$TTD看跌
因营收严重下滑且前景负面，已卖出TTD持仓；由于基本面恶化速度快于预期，倾向于清出剩余仓位。
上周，或者一周多一点之前，我卖出了我在 Tradedesk 持股的三分之一，正如我之前提到的。我提到过，我买入这部分 Tradedesk 股票的成本约为每股 44 美元，并以每股约 13 美元卖出，亏损巨大。
我说过，我卖出是为了回收税务亏损，并且暂时保留我剩余 Tradedesk 持股的三分之二，因为这长期以来是我最令人失望的投资之一。
Last week, or a little over a week ago, I sold a third of my stake in Tradedesk shares, as I mentioned previously. I mentioned that I bought that stake in Tradedesk shares for about $44 per share , and sold it for about $13 per share at a huge loss .
I said I would sell for the purpose of recovering tax losses, and I would retain two-thirds of my remaining stake in Tradedesk for now , as this has been one of my most disappointing investments in a long time.