Buy TTD by Nov 26, 2026.

If you’ll recall, [Meta’s stock crashed to below $90](https://valueinvesting.substack.com/p/meta) in Nov 2022 over concerns that its growth was coming to an end. Apple had just released ATT, Tiktok was taking over attention share, Zuck stubbornly defended wanton Metaverse spend, and the Tech bubble was bursting — all at the same time. On top of that, Meta reported *declining revenues for the first time*, sparking fears that users were fleeing the geriatric platform for cooler social media hangouts like Tiktok or …