Author: mrdan3210

Here is an updated Terrapin 20 with two months of returns. Jounce (JNCE) was bought out today and there are some other securities I am going to swap out/replace for this list going forward. To keep the confusion down, I am stopping the tracking of this list and starting a new group of 20 called… Continue reading 27Mar23: Terrapin 20, Mo.2

Unlike the Fortune 500 that represent America’s largest companies, the ADP Fortune 14 fund group is a cohort of the most promising undervalued businesses that have the potential to make you a fortune over time with a buy-hold-accumulate strategy. Disregard the chaos of today’s market and keep your eye on larger trends in nascent phases:… Continue reading 24Mar23: ADP Fortune 14

Smart investing is basically pondering a complicated riddle that factors business trends, mass psychology and being opportunistic when value is recognized. Once you have your companies decided, a simple winning strategy is to buy, hold and accumulate over time and allow the power of compounding to do its thing.  The big emerging trends are programmatic… Continue reading 17Mar23: Riddle Solved

Due to panic selling from the SVB implosion, we have some bargain basement prices for the top tech companies of the future. Buy… hold… accumulate: Brightcove (BCOV) $199M fuboTV (FUBO) $272M Xperi (XPER) $461M Magnite (MGNI) $1.2B Digi Int. (DGII) $1.2B Perion (PERI) $1.6B Integral Ad Science (IAS) $2B DigitalOcean (DOCN) $3.4B Doximity (DOCS) $5.8B… Continue reading 14Mar23: Perfect Ten

Hitting the two year anniversary of the AllDryPowder website, I have learned a lot about company selection and am working on a more refined approach. It doesn’t help that the past two years have been devastating in the market, but that isn’t an excuse and forces me to think more deeply. The Terrapin 20 will… Continue reading 5Mar23: Great Eight

A month after digesting earnings reports, we have a marginal average gain of 1.66% for the Terrapin 20.  Jounce (JNCE) $57M (-6.56%) Brightcove (BCOV) $217M (-18%) Lovesac (LOVE) $447M (+13%) Xperi (XPER) $500M (+20.2%) PubMatic (PUBM) $717M (-10%) Nextdoor (KIND) $749M (-12.3%) Digi (DGII) $1.22B (+1.7%) Perion (PERI) $1.55M (+3.33%) Magnite (MGNI) $1.46B (-2.66%) Integral… Continue reading 4Mar23: Terrapin 20, Mo.1

Given current low market caps when considering respective TAMs… plus a business climate shifting away from stagnation…equals twenty securities perfect for a long term buy-hold-accumulate strategy.  Cheers! (this list to be tracked monthly) Jounce (JNCE) $61M Brightcove (BCOV) $265M Lovesac (LOVE) $394M Xperi (XPER) $416M PubMatic (PUBM) $797M Nextdoor (KIND) $854M Digi (DGII) $1.2B Perion… Continue reading 27Jan23: Terrapin Twenty

A definitive list of thirteen securities in the AllDryPowder portfolio to buy and hold: Jounce (JNCE) $58M Brightcove (BCOV) $261M Xperi (XPER) $407M PubMatic (PUBM) $785M Magnite (MGNI) $1.4B Integral Ad Science (IAS) $1.5B Digital Turbine (APPS) $1.7B LiveRamp (RAMP) $1.7B DigitalOcean (DOCN) $2.8B DoubleVerify (DV) $4B Roku (ROKU) $7.6B Zscaler (ZS) $17.9B Trade Desk… Continue reading 24Jan23: Future is Now

These four are incredible buys and what I’m personally loading up on. That is all. (buy… hold… accumulate) Jounce (JNCE) $60M Xperi (XPER) $382M Magnite (MGNI) $1.4B DoubleVerify (DV) $4B “My major allegiance has been to storytelling, not to history.” – Russell Banks

Investing is all about the future, projecting where companies will be a month out, a year out, five years out and beyond. Over the last twelve months the Nasdaq composite index is down 29% and we’re either at the bottom of this trough or very close. And the positive response to the most recent earnings… Continue reading 27Nov22: Twenty for 2023