The Dirty Dozen group of securities was created on October 7th and I’ll be tracking its progress by posting updates on the 7th of each month. Market cap will be the measurement for gains and losses.
One month returns:
Puma Biotech (PBYI) $164M (-36%)
Brightcove (BCOV) $412M (-14%)
Sierra Wireless (SWIR) $610M (4%)
Shift Technologies (SFT) $616M (5%)
Perion (PERI) $1.02B (39%)
Viant Tech (DSP) $716M (-7%)
PubMatic (PUBM) $1.35B (5%)
fuboTV (FUBO) $4.65B (33%)
Magnite (MGNI) $2.99B (-19%)
SunPower (SPWR) $5.64B (31%)
DoubleVerify (DV) $5.24B (-1%)
AppLovin (APP) $36.67B (+17%)
Dirty Dozen One Month Average Return: 4.75%
“A journey of a thousand miles begins with a single step.” –Lao Tzu