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The Trade Desk: structural or temporary slowdown?
A deep dive into The Trade Desk after its sell-off. Is growth slowing structurally, or is this a temporary macro shock? Let's find out.
Jan 3
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Mosaic Insights
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November 2025
Ypsomed: The Picks-and-Shovels Trade for the Weight-Loss Revolution
Everyone is focused on Novo Nordisk and the weight-loss drug revolution.
Nov 15, 2025
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