The Dirty Dozen group of securities was created on October 7th and I’ll be tracking its progress on a monthly basis by posting on the 7th of each month. Market cap will be the measurement for gains and losses.
Two month returns:
Puma Biotech (PBYI) $121M (-53%)
Brightcove (BCOV) $401M (-16%)
Sierra Wireless (SWIR) $622M (6%)
Shift Technologies (SFT) $354M (-39%)
Perion (PERI) $818M (11%)
Viant Tech (DSP) $573M (-26%)
PubMatic (PUBM) $1.9B (58%)
fuboTV (FUBO) $2.5B (-29%)
Magnite (MGNI) $2.2B (-41%)
SunPower (SPWR) $4.2B (-2%)
DoubleVerify (DV) $5B (-1%)
AppLovin (APP) $33.6B (7%)
Dirty Dozen Two Month Average Return: -10%
“Winning!” –Charlie Sheen