Author: mrdan3210

Clearly there is a concerted effort by market manipulators to spook retail investors through driving down share prices. Why? Because they want to tee up multiple returns for private equity folks when the bull market comes back in full force. These ten below have some scary low market caps with the potential to 10X+ in… Continue reading 3Oct23: Early Halloween

Sometimes you look at the media landscape and have to scratch your head when you see how underfunded some of the best ad tech companies of tomorrow are today. These four are amazing investing opportunities and I wonder what their value will be at the end of this year… and then again by the end… Continue reading 18Sept23: Four for 2024

This list of 20 companies below was recommended on AllDryPowder back on November 27 in 2022 and I’ve provided a quick 8 month progress report to see where we are. Note that it’s currently earnings season, so in two weeks these numbers could be much higher given the momentum of the bull market. Lovesac (LOVE)… Continue reading 30Jul23: Twenty for 2023 Update

As the mega cap giants of Amazon, Alphabet, Apple and Microsoft continue their journey of world domination, a smaller tech company name Roku (ROKU) quietly became the number 1 streaming platform in the United States and Mexico. They have over 73 million users and have just begun to scratch the surface of utilizing their proprietary… Continue reading 28Jul23: All Roads Lead to Roku

Did I get your attention? Good. These six equities are primed for some fast growth so make sure you have them in the hopper before ERs. And Brightcove (BCOV) is just stupid cheap. Brightcove (BCOV) $169M Maxeon Solar (MAXN) $1.4B SunPower (SPWR) $1.9B Magnite (MGNI) $2B Integral Ad Science (IAS) $3.1B Roku (ROKU) $11B “To… Continue reading 21Jul23: Sexy Six

Today post-market Netflix (NFLX) will release their earnings report and it should be a real doozy. Why? Because Netflix has around 232.5 million subscribers worldwide and the projection is they could reach 250 million subs by the end of 2023. That is a jaw dropping number. Add to their revenue stream of premium paid subscriptions… Continue reading 19Jul23: Netflix’s Planetary Pull

Ad technology may be complex, but ultimately marketers all want to know one simple thing: will my ad dollars convert to transactions? The brief way to sum this up is called attribution, where an ad can be directly connected to the sale of a good or service. Roku’s (ROKU) partnership with Shopify (SHOP) allows for… Continue reading 12Jul23: Roku Ready to Rock

I know I owe a post with details on why I choose the companies I do… but beforehand I have another list here that needs to be expedited. CalAmp (CAMP) is included because they are dirt cheap and being actively pursued for a buyout. Calamp (CAMP) $41M Brightcove (BCOV) $177M Lovesac (LOVE) $424M Xperi (XPER)… Continue reading 11Jul23: Sweet Sixteen

Things are looking up on a number of fronts, so make sure you have all your boats in the water when the bull market tide comes rushing back in. Don’t be left crying on the beach.  Fantastic 15: Brightcove (BCOV) $179M Xperi (XPER) $449M fuboTV (FUBO) $466M EVgo (EVGO) $1.2B Digi (DGII) $1.3B Perion (PERI)… Continue reading 2June23: Fantastic 15

It’s been almost two months since my last post and I apologize for the radio silence… lots of life stuff going on. The most recent earnings reports seem good and there are hints out there of heading back into a bull market. As always, dollar-cost-averaging through consistent buying is the best antidote for market swings… Continue reading 25May23: Bull Market?