Category: Uncategorized

During these challenging times it’s good to remember the power of compounding growth: *In 2016 The Trade Desk (TTD) market cap was $1B. Today it’s $30B (30X in 6 years) These four have dipped to incredibly low market caps and have the same potential for compounding: Magnite (MGNI) $942M Nextdoor (KIND) $1.2B LiveRamp (RAMP) $1.3B… Continue reading 21Sept22: Early Days

The ADP Phoenix Forty-Four group of stocks has been chugging along and making decent progress as we finish 17 weeks of tracking. The portfolio is up 12.82% cumulatively since May 23rd, and this number accounts for minor adjustments in the holdings plus reweighting to maintain parity among the 44 positions. See graph below for trajectory… Continue reading 16Sept22: Steady Going

The pullback has allowed retail investors a chance to own the programmatic advertising all-stars of tomorrow at a steep discount today. These five are at such relatively low market caps that they should create years of compounding growth: Magnite (MGNI) $987M Nextdoor (KIND) $1.2B LiveRamp (RAMP) $1.3B Doximity (DOCS) $6.5B Roku (ROKU) $9.6B “Don’t look… Continue reading 9Sept22: Five All-Stars

Share prices have fallen to ridiculous levels (once again) for some of the best-and-brightest programmatic advertising and CTV companies. Get them now to establish base positions for years and years of growth.     fuboTV (FUBO) $676M  Perion (PERI) $948M PubMatic (PUBM) $1.1B Magnite (MGNI) $1.1B Nextdoor (KIND) $1.2B LiveRamp (RAMP) $1.4B Digital Turbine (APPS) $1.9B DoubleVerify… Continue reading 30Aug22: Floor Models

Five areas that are clearly in our future are the Internet-of-Things (IoT), biotech, programmatic advertising, 3D additive printing and green energy (electricity/storage/propulsion). The ADP Phoenix Forty-Four have a number of companies in these sectors that are promising in their ambitions, with some of them established as leaders. Buy, hold and accumulate. Minor adjustments to this… Continue reading 25Aug22: Green Light

The ADP Phoenix Forty is now the ADP Phoenix Forty-Four. These four companies (new to the list) created decision anxiety regarding which ones I’d need to replace… so instead I expanded the holdings. Onward! Rubius (RUBY) $66M Curis (CRIS) $121M Axcella (AXLA) $137M Puma Bio (PBYI) $145M CalAmp (CAMP) $231M Jounce (JNCE) $242M 1stdibs.Com (DIBS)… Continue reading 18Aug22: Plus Four

After some serious turbulence getting off the ground, the past 12 weeks have been great for the ADP Phoenix Forty group of securities. The graph below indicates an average gain of 23.5% over that time period. Minor adjustments to the list have been made during this time and like how Trader Joe’s will replace 5%… Continue reading 15Aug22: ADP Phoenix Forty

The past year and a half has been extremely rough but… beginning in July it seems we may have finally changed course for the better (knocking on wood with a heavy fist). I am tracking my ADP Phoenix Forty group of stocks and there has been some recent fine tuning to perfect this master list… Continue reading 4Aug22: Gaining Altitude

The only way retail investors can combat the wild fluctuations of the market is to maintain emotional balance and own a diversified portfolio of companies that you’ve vetted for growth. The ups and downs of momentum activity, hedge fund manipulations and macroeconomics are out of your control. If you have a buy-and-hold strategy, with the… Continue reading 29July22: Stay Zen

Last night the $369B climate and tax package was greenlighted by senators Manchin and Schumer. Suddenly what seemed unlikely is now probably happening: using tax incentives to accelerate the adoption of wind, solar, geothermal, battery and other clean energies. This is a very big deal… solar, hydrogen and IoT companies should surge today on the… Continue reading 28July22: No-Brainers