19Jan22: Square One

The devastating carnage has been delivered and unless the market has a few more parting shots left, I think we may be done. The battlefield is torn up with wounded soldiers strewn about. These eight in particular received heavy fire, but they’re assessing damage and preparing to fight back:

Puma Biotech (PBYI) $103M

Viant Tech (DSP) $495M

Perion (PERI) $899M

PubMatic (PUBM) $1.3B

Magnite (MGNI) $1.9B

fuboTV (FUBO) $2B

DoubleVerify (DV) $3.9B

Digital Turbine (APPS) $4.5B

“If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them.”  -Bruce Lee