Category: Uncategorized

Ignore the noise of the market and follow a simple plan of investing in solid growth companies. Regularly add money to your stock portfolio, no matter how small the increment, and ride the tailwinds of dollar-cost averaging (DCA). It’s a winning strategy for building wealth over time. Here are twenty-five wonderful companies for the long… Continue reading 19Mar22: Truckin’ 25

(out of cliches for extreme value) Puma Biotech (PBYI) $102M Shift Tech (SFT) $137M Viant Tech (DSP) $378M Perion (PERI) $894M fuboTV (FUBO) $951M PubMatic (PUBM) $974M Magnite (MGNI) $1.4B Nextdoor (KIND) $2B LiveRamp (RAMP) $2.3B Digital Turbine (APPS) $3.4B DoubleVerify (DV) $3.4B AppLovin (APP) $16.7B Trade Desk (TTD) $25B Moderna (MRNA) $60.1B  “If it… Continue reading 15Mar22: Rubicon Crossed

Black swans, market manipulators and fickle Stock Gods have somehow created a moment where you can buy ten securities that will likely 10x within the next three years. Why? Because they’re ludicrously undervalued and (as of this morning pre-market) are all under $4B market caps. I can’t emphasize enough how much of a golden moment… Continue reading 9Mar22: Dream Team

Occasionally the planets align and you have an amazing opportunity to acquire significantly discounted shares of early growth companies within early growth fields. We are at such a point with these ten companies listed below that are emerging stars today… and have the potential to become supernovas in the future:   Viant (DSP) $476M Perion (PERI)… Continue reading 3Mar22: Astral Projections

Supply-side platform (SSP) PubMatic (PUBM) will be releasing earnings after market close today and the setup for a pop is compelling:  Building revenue at a fast pace (54% growth) while maintaining profitability (21%+ and expanding) Low share count in the float (27M) suggesting buying pressure conditions Chaikin Money Flow (CMF) is pinging high at .26… Continue reading 28Feb22: Head to the Pub

If you can block out the noise and look rationally at the market, you’ll see four programmatic ad tech companies that have been chopped down to the bone over the past year and are ready to move north in a meaningful way. Simple as that. Magnite (MGNI) and fuboTV (FUBO) will report their earnings after… Continue reading 23Feb22: Primed

It has been a long hard slog these past 10 months for investors in small and mid caps, but for those weary folks there is hope as the wheel appears to be turning back in their favor. Finally. There are so many undervalued good companies that it’s easy to assemble a strong and diverse portfolio… Continue reading 15Feb22: Top Twenty

The Dirty Dozen group of securities was created on October 7th and I’ll be tracking its progress on a monthly basis by posting on the 7th of each month. Market cap will be the measurement for gains and losses. Four month returns: Puma Biotech (PBYI) $99M (-62%) Brightcove (BCOV) $377M (-21%) Sierra Wireless (SWIR) $549M… Continue reading 7Feb22: DD report Mo.4

I’m back after a two week break and it looks like during that time the market continued its bipolar schizophrenic mode (hello Facebook and Snapchat), yet we may have completed the sell off mania in ad tech as mega cap Alphabet (Google) showed robust ad sales on their programmatic platform for YouTube. We are in… Continue reading 5Feb22: Game On!

After checking recent blog entries (and hearing feedback from a reader) I’m realizing I sound like a broken record: the ad tech market is getting crushed; now is a great time to buy; hold on tight for the rebound. The current situation of this macro sell off is stressful and I need to take a… Continue reading 22Jan22: Hiatus