After Apple came out limiting data that 3rd party ad platform can use to track customers, it seems that the space is cooling off.
I have two positions in this space - The Trade Desk (TTD) and Acuity Ads (ATY).
- The Trade desk is a bigger company, more established and set to continue to grow. I'm still very bullish on the space in general but think one position will suffice.
- In choosing which position to sell, I have no doubt - hold the big player.
- Selling ATY with a small gain and making room for my September investment.