It has been a long hard slog these past 10 months for investors in small and mid caps, but for those weary folks there is hope as the wheel appears to be turning back in their favor. Finally. There are so many undervalued good companies that it’s easy to assemble a strong and diverse portfolio of secular winners. Here are 20 primed for sustained growth:
Puma Biotech (PBYI) $88M
Shift Tech (SFT) $151M
Brightcove (BCOV) $374M
Viant (DSP) $480M
Rubius (RUBY) $501M
Perion (PERI) $974M
Proto Labs (PRLB) $1.5B
PubMatic (PUBM) $1.5B
fuboTV (FUBO) $1.7B
Xperi (XPER) $1.7B
Magnite (MGNI) $1.8B
Yelp (YELP) $2.6B
Nextdoor (KIND) $2.7B
SunPower (SPWR) $2.7B
LiveRamp (RAMP) $2.9B
DoubeVerify (DV) $4.3B
Digital Turbine (APPS) $5B
Opendoor Tech (OPEN) $6.3B
First Solar (FSLR) $7.3B
Zillow (ZG) $14.7B
“Perseverance is not a long race; it is many short races one after the other.” -Walter Elliot
I’m looking for distressed Rentals LMK if you have goats