It's Monday, November 8th, welcome to Marketfoolery, I'm Chris Hill with me today, Jason

Melzer.

Good to see you.

Good to see you, how's everything going?

It's going all right, another busy week ahead of us.

We've got the latest in the war on cash, we've got allocation strategies we're going

to dig into but we're going to start with the stock of the day.

When the market closed on Friday, the trade desks market cap was 32 billion in change.

As of right now, the trade desks market cap is north of 40 billion dollars because third

quarter profits in revenue were higher than expected.

I knew the digital advertising business was going well.

Is it going this well?

Is it going, it's stopping 27 percent well?

Well, it seems like it is, I mean, it's a better, I think, environment for some than

others.

Certainly, we've talked a lot recently about the advertising space and particularly how

Apple's privacy changes have impacted that in the realm of social media, right?

Companies like Twitter, Facebook, and Snap.

The thing with the trade desk is really, I think it's about the connected TV opportunity.

I think that's what's so encouraging about this business, it was so exciting about this

business.

If you remember, the trade desk, they provided a man-side platform, what's called a DSP

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