7Oct21: Down & Dirty Dozen

The stock market got battered about with the threat of defaulting on our debt, stalling on Biden’s infrastructure bill, general chaos, etc. Today we seem to be getting a nice upsurge which, with any luck, will continue into Friday and beyond. Here are 12 companies that have absolutely filthy low market caps with respect to their TAMs and business outlooks. I’m running out of cliches… but maybe I’ll pound the table some more?

Puma Biotech (PBYI) $258M

Brightcove (BCOV) $480M

Sierra Wireless (SWIR) $586M

Shift Technologies (SFT) $584M 

Perion (PERI) $734M

Viant Tech (DSP) $774M

PubMatic (PUBM) $1.2B

fuboTV (FUBO) $3.5B

Magnite (MGNI) $3.7B

SunPower (SPWR) $4.3B

DoubleVerify (DV) $5.3B

AppLovin (APP) $31.4B

“Every day you get one more yard. You take it on faith, you take it to the heart. The waiting is the hardest part.” – The Waiting, Tom Petty