The stock market is heading lower -- indeed, all the gains the major indexes made in 2018 have evaporated. So this might not feel like an opportune moment to advocate for stock purchases. Even so, about every 10 weeks, Rule Breaker Investing podcast host and Motley Fool co-founder David Gardner picks a set of five stocks to recommend, and shares them with anyone who wants to listen. Well, it's that time again, and he has more than enough companies to choose from. To narrow his options, he set four rules for this sampler:

  1. The stock had to have been a big-time winner for the Rule Breaker portfolio over the long term.
  2. It had to have hit a new high in September.
  3. It had to have fallen at least 20% from that high in the weeks since.
  4. The company name had to start with the letter T.

For Gardner's fourth pick, he chose a company that you have almost certainly been touched by, even if you don't realize it. Digital advertising specialist The Trade Desk (TTD -5.48%) is one of the leaders in getting companies' ads in front of just the audience they are seeking. In this segment, he talks about a couple of the key reasons why he likes this stock.

A full transcript follows the video.

10 stocks we like better than The Trade Desk
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This video was recorded on Nov. 14, 2018.

David Gardner: Stock No. 4: the company is, the fourth T, it's The Trade Desk, ticker TTD. The Trade Desk, on September 26th, two days shy of the end of September, was trading at $156 a share. Right now, it's about $111, down $45 a share. That equates to a 29% drop. This has been a wonderful stock. Like the others, it's a big-time winner. In the case of The Trade Desk, I first picked it in February 2017, that's almost two years ago, at $34. I just mentioned to you, it's dropped from $156 to $111. We're still pretty happy with that $34 cost basis. And three months later, in May of last year, it had risen to $52. I rerecommended it right there. In both cases, it's up, on the one hand, 250%; on the other, 138%, in less than two years. This has been a great winner.

What are two things that I like about The Trade Desk? The first is, I really like the CEO. Jeff Green is one of those classic visionary founder types. Highly eloquent, feels like the smartest guy in the room for his industry. If you've never heard of The Trade Desk before, you might be wondering, "What's being traded?" The answer is, The Trade Desk offers a platform where people who want to advertise come on and bid for where they're going to locate their ads. It's kind of like eBay, where you have buyers and sellers. But in this case, it's called programmatic ad buying. Instead of doing it the old way, let's say through an agency, where you would find out, what are the rates and where are you guys going to put me? You actually go right into the platform and you bid against others to have your ad seen in this or that site. It's a brilliant use of the internet where there's already so much advertising, so it makes a lot of sense to me. And it makes a lot of sense when you have someone like Jeff Green steering this company, the founder. It makes a lot of sense to me that it's been such a winner, and I expect that it will be a winner going forward. Again, the stock is down 29% in less than two months.

The second thing I like about The Trade Desk is, I'm not going to go through my six traits of a Rule Breaker stock, but it is a true Rule Breaker. The six traits that I've written about for years, that help me find stocks, one of them is top dog and first mover in an important emerging industry. This is kind of that type of a company. This is the top dog and first mover in a very relevant industry, ad buying around the internet, doing it through a programmatic platform. This is the leader. It's kind of like eBay, for what it was doing back in the day. This is a true Rule Breaker, and I like that a lot about The Trade Desk, including its outstanding performance overall.