@LibertyRPF @GrowthInvestor1 @PythiaR Right, take rate was relative to ad spend through their platform. 
Anyway. Few quarters back we could buy 30% growth $FB for a PE of 22. Now we can buy 30% $TTD for a PS of 22. I prefer to be very selective. But maybe $TTD would still make it into my top 50 if I had to.