Wednesday, September 15, 2021

Selling Acuity Ads @$7.42 (4.58% Gain)

 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.

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