This blog covers a fair amount of companies regularly. With that said, I should mention to readers that while I like everything I discuss (and do advocate a buy, hold and accumulate strategy) there are three companies that reach my 100% conviction category:
- Magnite (MGNI) $2.3B
- DoubleVerify (DV) $4.8B
- PubMatic (PUBM) $1.7B
Of those three, Magnite is by far my top stock pick for long term growth and which I have written about extensively on AllDryPower.com
Keep the faith… and remember that value investing is a long term strategy.
“Opportunity comes to the prepared mind.” –Charlie Munger