Surreal is the best way to describe the current state of the stock market. I mentioned many times in the past that we’ve had some great deals… but today seems like we’ve reached a new nadir for low market caps given respective growth runways. So call yourself a value investor, hold on tight and be confident that these are going to head back up eventually.
Jounce Therapeutics (JNCE): $268M
Puma Biotech (PBYI): $277M
Brightcove (BCOV): $465M
Perion (PERI): $593M
Viant Tech (DSP): $830M
PubMatic (PUBM): $1.28B
LiveRamp (RAMP): $3B
Magnite (MGNI): $3.19B
Digital Turbine (APPS): $4.6B
Trade Desk (TTD): $36.3B
“Be fearful when others are greedy, and greedy when others are fearful.” –Warren Buffet