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*Very promising companies + drastically reduced market caps + absolutely filthy TAMs = Dirty Dozen 2.0 fuboTV (FUBO) $626M PubMatic (PUBM) $830M Nextdoor (KIND) $894M Perion (PERI) $1.2B Digi Int. (DGII) $1.5B Magnite (MGNI) $1.5B LiveRamp (RAMP) $1.5B Digital Turbine (APPS) $1.8B Duolingo (DUOL) $2.8B DigitalOcean (DOCN) $2.9B Doximity (DOCS) $6.2B Roku (ROKU) $7.9B “Perfection… Continue reading 17Nov22: Dirty Dozen 2.0

I made a hypothesis two weeks ago that we had some majorly undervalued companies that were due to jump big during this earnings season and I have the resulting data below. We’ll do another report in two weeks to see if the trend continues in the right direction after four weeks. fuboTV (FUBO) $678M→$679M (+.15%)    … Continue reading 15Nov22: Test Results 2wk

Hypothesis:  The stock market has ridden the twin roller coasters of COVID and Russia’s invasion since an initial plunge in April 2020 to a high mark in November 2021 and then back down to its nadir last month. The autopilot investing method of putting money into mega caps and tech index funds has proven unreliable,… Continue reading 1Nov22: Two Week Test

The days of mindlessly throwing money into weighted tech index funds and the FANG group Facebook/Meta (META), Amazon (AMZN), Netflix (NFLX) and Google/Alphabet (GOOG) are over as investors want real value with the possibility of multiple returns on their holdings. You can do some quick market cap comparisons and see where the exciting opportunities are… Continue reading 27Oct22: Mega Cap Meltdown

We’re at the height of absurdity when the world’s largest (and only) hyperlocal social media company Nextdoor (KIND) and the world’s largest independent programmatic supply side platform (SSP) for advertising Magnite (MGNI) are both under $1B in market caps. Considering their extensive blue chip partnerships and gigantic TAMs, it simply begs incredulity that they are… Continue reading 25Oct22: Dynamic Duo

Given the extreme haircut these companies have received, it’s highly likely the ten companies listed below will 10X within the next 3 years. It’s simply inevitable given the trajectory of the industries they are in, and their respective positions within those industries. fuboTV (FUBO) $709M PubMatic (PUBM) $913M Magnite (MGNI) $921M Nextdoor (KIND) $1.1B LiveRamp… Continue reading 20Oct22: Ten to 10X

Opportunities keep beckoning and it looks like we could (finally) be emerging from the market’s nadir. I have expanded the holdings of what I’ll now dub the ADP Phoenix Nine, a group of promising companies at rock bottom market caps. It’s starting to feel different out there. Fubo (FUBO) $763M Magnite (MGNI) $981M Nextdoor (KIND)… Continue reading 19Oct22: Revolution Nine

Bandit forces continue to menace the tiny village of retail investors… but on the horizon appear seven samurai warriors ready to bludgeon the marauders and help the villagers counterattack. Keep on fighting and don’t give up! Fubo (FUBO) $750M Magnite (MGNI) $858M Nextdoor (KIND) $995M LiveRamp (RAMP) $1.2B Duolingo (DUOL) $3.5B Doximity (DOCS) $4.9B Roku… Continue reading 14Oct22: Seven Samurai

A once in a lifetime opportunity to own incredible companies with enormous TAMs at dirt cheap market caps. The ADP Phoenix Two is now the ADP Phoenix Four:  Magnite (MGNI) $877M Nextdoor (KIND) $1.1B Doximity (DOCS) $6.1B Roku (ROKU) $7.8B “Don’t be afraid to take calculated risks when the pay-offs are there.” –Bill McRaven, Think… Continue reading 30Sept22: Golden Tickets

The market doesn’t make sense anymore (NASDAQ down over 31% YTD) and while I had 44 positions in the ADP Phoenix 44 to ride out the storm, the opportunity to get exclusively into Magnite (MGNI) and Nextdoor (KIND) at their current market caps is too compelling to ignore. Their TAMs are simply enormous. So the… Continue reading 26Sept22: ADP Phoenix Two