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.
Four month returns:
Puma Biotech (PBYI) $99M (-62%)
Brightcove (BCOV) $377M (-21%)
Sierra Wireless (SWIR) $549M (-6%)
Shift Technologies (SFT) $164M (-72%)
Perion (PERI) $979M (33%)
Viant Tech (DSP) $463M (-41%)
PubMatic (PUBM) $1.4B (17%)
fuboTV (FUBO) $1.6B (-54%)
Magnite (MGNI) $1.8B (-51%)
SunPower (SPWR) $2.7B (-37%)
DoubleVerify (DV) $4.3B (-19%)
AppLovin (APP) $25.8B (-18%)
Dirty Dozen Four Month Average Return: (-28%)
“Thank you, sir! May I have another?” -Chip (while getting paddled), Animal House