9Mar22: Dream Team

Black swans, market manipulators and fickle Stock Gods have somehow created a moment where you can buy ten securities that will likely 10x within the next three years. Why? Because they’re ludicrously undervalued and (as of this morning pre-market) are all under $4B market caps. I can’t emphasize enough how much of a golden moment this is to own incredible companies at extreme discounts. This is how you build wealth. 

Puma Biotech (PBYI) $115M

Viant (DSP) $438M

Perion (PERI) $898M

PubMatic (PUBM) $1.1B

fuboTV (FUBO) $1.1B

Magnite (MGNI) $1.6B

Nextdoor (KIND) $2.1B

LiveRamp (RAMP) $2.5B

Digital Turbine (APPS) $3.5B

DoubleVerify (DV) $3.75B

“The pessimist sees difficulty in every opportunity. The optimist sees opportunity in every difficulty.” – Winston Churchill