Category: Uncategorized

Hard to focus on anything when our schools are being shot up and ten-year-olds are getting slaughtered. We need background checks and gun control NOW or these horrific acts against our children will continue. Less guns in our society. A total assault weapons ban. What have we become? This is madness. DocGo (DCGO) $698M Nextdoor… Continue reading 26May22: Bedrock Foundation

Bear markets technically are 20% drops and the S&P 500 hit the 19% mark this past week (according to Barrons, since 1957 the S&P 500 has dropped 19% fifteen times). There was a very panicky article in the New York Times yesterday about how the “party has ended” for the stock market and we’re going… Continue reading 14May22: Shifting Sands

Valuations have gone from ridiculous to absurd. Just gotta wait it out. Rubius (RUBY) $115M Jounce (JNCE) $221M DocGo (DCGO) $524M fuboTV (FUBO) $536M Perion (PERI) $806M PubMatic (PUBM) $1B Magnite (MGNI) $1.2B Nextdoor (KIND) $1.1B LiveRamp (RAMP) $1.8B Digital Turbine (APPS) $2.2B DoubleVerify (DV) $3B DigitalOcean (DOCN) $3.3B Novavax (NVAX) $3.4B Ginkgo Bioworks (DNA)… Continue reading 12May22: Dark Star

As the year long beat down continues into the Q1 earnings season, there really isn’t much for the average retail investor to do but look for value plays and make sure you have some shares in the silo. Searching for the best companies within the programmatic ad landscape (where all media buying is heading), we… Continue reading 29April22: Ad Tech Top Ten

Can’t really make sense of these low market cap numbers. Time to go fishing. Rubius (RUBY) $116M Puma Bio (PBYI) $122M Shift Tech (SFT) $129M 1stdibs.Com (DIBS) $287M Viant (DSP) $409M Baozun (BZUN) $504M fuboTV (FUBO) $729M Perion (PERI) $1B PubMatic (PUBM) $1.2B Magnite (MGNI) $1.5B Xperi (XPER) $1.7B Nextdoor (KIND) $1.8B LiveRamp (RAMP) $2.4B… Continue reading 22Apr22: One+One= Fish

Money continues to slosh around risky bets like crypto and the perceived safe harbors of mega caps. Meanwhile many hidden jewels are there for the taking, from nascent companies to proven winners. For those interested in playing the long game, here are some incredible value plays to add to your portfolio today: Kubient (KBNT) $18M… Continue reading 18Apr22: Fab Forty

Continuing my theme from the previous 20 Under $4B post, I now present 30 excellent companies with market caps under $10B. Get in the yard and plant those acorns! Puma Biotech (PBYI) $129M Shift Tech (SFT) $182M CalAmp (CAMP) $262M 1stdibs.Com (DIBS) $303M Brightcove (BCOV) $321M Jounce (JNCE) $350M Viant Tech (DSP) $398M Rubius (RUBY)… Continue reading 1Apr22: 30 Under $10B

Finding excellent companies is of course how you successfully invest; the earlier you find these companies relative to their market cap size, the more exponential your returns will be. In the spirit of getting in early, here is an assortment of top notch innovative businesses that are micro-caps ($50M-$300M), small-caps ($300M-$2B) and mid-caps ($2B-$10B) with… Continue reading 31Mar22: 20 Under $4B

The Basic Strategy of successful investing involves owning a decent spread of good growth companies within your portfolio and then to do the following: add to positions regularly (all dry powder) while continuing to hold for the long term. That’s it. Allow the magic of dollar-cost averaging (DCA) and compounding to do their thing and… Continue reading 24Mar22: Dirty Thirty

The Motley Fool’s Co-Founder David Gardner is a genius and I really like his overall optimistic viewpoint about the market. Gardner has incredible instincts for finding the best growth companies early. His Rule Breaker Investing podcast from last Thursday offers stellar advice for anyone feeling battered about and anxious. https://www.fool.com/podcasts/rule-breaker-investing/2022-03-16-market-got-ya-down And checking back in with… Continue reading 22Mar22: David Gardner