The analyst discusses The Trade Desk (TTD), highlighting its ability to innovate and deliver better return on ad spending for customers through services like Kokai. Since Kokai's launch, it has delivered, on average, a 26% better cost per acquisition, 58% better cost per unique reach, and a 94% better click-through rate compared to their previous product Solimar. The analyst points out that the stock price has dropped 66% year-to-date, leading to an undervaluation compared to its calculated intrinsic value of $65 per share, based on the value of operation $27,191,333,775 and Non-op-assets $1,721,000,000, with $0 debt and 440,319,000 share number. This has led the analyst to issue a buy rating on the stock in April when it dipped around $50, with a forward P/E of 20 and 17, because he rates the company as buy and the stock is trading near its 52 week low at $38. The analyst also bought shares for his own portfolio.