Category: Uncategorized

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?

Here are the results of the first month of the Great Eight. Good to be in positive territory. Great Eight: Brightcove (BCOV) $217M–$188M (-13.36%) Digi Int. (DGII) $1.2B–$1.2B (0%) Magnite (MGNI) $1.5B–$1.2B (-20%) Perion (PERI) $1.6B–$1.9B (18.75%) Integral Ad Science (IAS) $1.8B–$2.3B (27.78%) SunPower (SPWR) $2.7B–$2.4B (-11.11%) DigitalOcean (DOCN) $3.4B–$3.8B (11.76%) Roku (ROKU) $9.2B–$9.3B (1.09%)… Continue reading 4Apr23: Great Eight, Mo.1

ChatGPT, please explain why these ER numbers for EVgo (EVGO) are worth paying attention to: (not my exact prompt) Electric vehicle charging provider EVgo just released its fourth-quarter and full-year 2022 earnings report, and the results are nothing short of impressive. The company’s revenue in the fourth quarter of 2022 was $27.3 million, a staggering… Continue reading 30Mar23: Go Time for EVgo