While the mega caps continue to draw most of the energy in the market, this should be the year that certain smaller companies get their recognition and fair cap value.
Presenting All Dry Powder’s top four picks for 2025 and beyond.
Happy new year everyone!
Altimmune (ALT) $513M
Magnite (MGNI) $2.2B
Doximity (DOCS) $10B
Roku (ROKU) $10.8B
“Energy and persistence conquer all things.” –Benjamin Franklin