🎯 Best Buys - September 2025
3 stocks ready to take off this September — don’t miss them
Every month, we search for great companies trading at a fair price and highlight three stocks that we believe are particularly interesting based on our analysis.
Since December 2024, we’ve highlighted 17 Stocks/Best Buys — and the results have been exceptional!🔥
Our Best Buy picks delivered an average return of 16.9% and our top performer has already gained an impressive +67% 🚀 in just a few months!
In our selection process, we focus on both strong fundamentals and attractive valuations. However, we firmly believe that it’s better to own a wonderful company at a fair price than a fair company at a wonderful price. That’s why fundamentals carry more weight in our assessment than valuation alone.
Now let’s dive into our Top 3 Best Buys for September 👇 — spoiler:
#2 is a high-quality company still trading at 2020 levels! 🤫
Disclaimer:
The information and opinions provided in this article are for informational and educational purposes only and should not be considered as investment advice. Please consult the general disclaimer for more details.
#3: The Trade Desk (NASDAQ: TTD)
The Trade Desk is back on our Best Buys list. We highlighted the company in May when the stock traded near $53, and saw it surge to $91 following its inclusion in the S&P 500. However, after the August 7 earnings report, shares plunged back to the $53 range — down nearly 40% in a single day!
What Happened?
The earnings headline looked solid: revenue up 19% to $694 million (a small beat versus expectations of $685M) and EPS of $0.41, in line with consensus. EBITDA came in at $271 million, above the $261M forecast. By most measures, this was still double-digit growth and a healthy quarter.
So why did the stock plunge?
Guidance disappointed – For Q3, management guided to $717M revenue and $277M EBITDA, essentially in line with Wall Street estimates but below what bullish investors were hoping for. After years of consistently “beat and raise,” merely meeting expectations was seen as a letdown.
Amazon competition – Analysts highlighted Amazon’s ramping DSP (demand-side platform), its new Roku partnership, and exclusive sports/NBA rights on Prime Video as intensifying pressure. While CEO Jeff Green stressed Amazon could one day become a partner, the market chose to focus on the near-term threat.
Macro headwinds – Management pointed to tariff uncertainty, a slower rollout of next-gen adtech adoption among big advertisers, and tighter ad budgets as factors weighing on growth.
CFO transition – Longtime CFO Laura Schenkein stepped down, replaced by board member and ex–Lightspeed partner Alex Kayyal. While the change looks orderly, it added to concerns about execution and leadership stability.
Why We See the Reaction as Overdone
Despite the sharp sell-off, The Trade Desk is still growing double digits in both revenue (+19%) and EBITDA (+39%). Few companies in advertising — or tech more broadly — deliver this kind of growth at scale. The reaction seems less about fundamentals and more about valuation reset + intensified Amazon fear.
At $54, the stock is back to where we first recommended it earlier this year, trading around the share price levels of 2020 (and the lows of 2022/2023) — despite being a much larger and more profitable company today.
Our View
We believe the August sell-off was overdone. Expectations have now reset to more reasonable levels, giving The Trade Desk room to positively surprise in upcoming quarters. The fundamentals — double-digit growth, strong margins, a visionary CEO, and a defensible moat — remain compelling.
For patient investors, today’s price offers a rare second chance to build or add to a position in one of the most innovative companies in digital advertising!
The Future Investors (Vincent & Stefan) currently hold a position in The Trade Desk
Fundamental score: 73 🟢 → Quality
Current stock price: $54.66
The next two? They’re world-class businesses and trading at attractive valuations.
🤫 One is a high-quality company still trading at 2020 levels!
🏰 The other has a moat so strong that rivals don’t have a chance — and it’s finally fairly valued.
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