23Aug21: Set it & Forget it

The ad tech and biotech correction left us with some stellar growth companies at very low market caps. This is when you load up (or reallocate) and just let them compound over time. Retail investors have been successfully shaken out of their shares with the stop-loss circuit breakers being triggered, and now private equity and institutional funds will begin accumulating on the cheap. You too can play that game. Don’t sell.

11 Primed for Big Growth:

Jounce Therapeutics (JNCE): $268M

Puma Biotech (PBYI): $285M

Brightcove (BCOV): $465M

Perion (PERI): $609M

Viant Tech (DSP): $863M

Vaxart (VXRT): $1B

PubMatic (PUBM): $1.3B

LiveRamp (RAMP): $3B

Magnite (MGNI): $3.3B

Digital Turbine (APPS): $4.7B

DoubleVerify (DV): $5B

“The more that you give, the more it will take. To the thin line beyond which you really can’t fake.” –Fire on the Mountain, Grateful Dead