8Dec21: Hot Five

The market bounceback from Omicron had a much shorter lag than the earlier COVID fear-based drops, as reported in the New York Times yesterday. These ups and downs can certainly make one queasy… but like any moment of fluctuation it provides an opportunity to buy in at a low point. These five are currently at great values:

Puma Biotech (PBYI) $126M

Magnite (MGNI) $2.4B

DoubleVerify (DV) $5.1B

Digital Turbine (APPS) $5.3B

Trade Desk (TTD) $46B

“See the forest for the trees.” – Famous idiom