The recent sell offs in the tech sector have simply been stunning (Trade Desk dropping 25% in one day!) and even companies like Brightcove with stellar earnings reports were pulled down along with the tide. Looking out over the mud flats at the Bay of no Fundy you’ll find lots of treasures with low market caps considering growth trajectories and TAMs. Go grab your clam rake and start collecting.
Kubient (KBNT): $56.19M
Brightcove (BCOV): $553.59M
Viant Technology (DSP): $1.61B
PubMatic (PUBM): $1.67B
GrowGeneration (GRWG): $2.33B
Magnite (MGNI): $3.22B
Digital Turbine (APPS): $5.29B
Etsy (ETSY): $20.73B
Trade Desk (TTD) $24.62B
MercadoLibre (MELI): $65.96B
“Rushing into action, you fail. Trying to grasp things, you lose them. Forcing a project to completion, you ruin what was almost ripe.” –Lao Tzu, Tao Te Ching