21Jan22: Carnage

It’s hard to look away when your portfolio is getting beaten up, but the best thing to do is keep an eye on market caps to appreciate the value of what you own. It’s painful if you need money immediately and have to sell, but for those who can wait we’re bound to reverse course. The earnings report from Netflix (NFLX) yesterday disappointed the market and pulled most of the tech sector down as we continue yet another day into correction (10%+ decline). 

Keep the faith. Here are nine companies still at screaming buy levels:

Puma Biotech (PBYI) $101M

Viant Tech (DSP) $438M

Perion (PERI) $846M

PubMatic (PUBM) $1.2B

fuboTV (FUBO) $1.7B

Magnite (MGNI) $1.7B

DoubleVerify (DV) $3.8B

Digital Turbine (APPS) $4B

Trade Desk (TTD) $29.4B

“Do you not see how necessary a world of pains and troubles is to school an intelligence and make it a soul?”    –John Keats