The video analyzes The Trade Desk (TTD) stock. Several negative factors impacted the stock recently, including a potential deal between Netflix and Amazon, an investment bank report downgrading the stock, and a disappointing earnings release. The stock's current market price is approximately $46.17, which he bought at around $44, while his intrinsic value calculation is $68 per share. This assessment incorporates a downgraded expectation for the company's free cash flow over the next decade, by $200 million per year starting around 2028. Revenue growth has been significant since 2018, increasing over fivefold, reaching $2.7 billion. The company's operating margins declined from 33% in 2015 to 7% in 2022, but margins improved to 17.7% in the most recent trailing twelve-month period. The stock trades at a forward P/E of 24.16, the lowest since January 2023.