The Basic Strategy of successful investing involves owning a decent spread of good growth companies within your portfolio and then to do the following: add to positions regularly (all dry powder) while continuing to hold for the long term. That’s it.
Allow the magic of dollar-cost averaging (DCA) and compounding to do their thing and get out of the way. Don’t frenetically move money around and don’t gamble with options.
Here are 30 incredible and innovative companies I’ve dubbed the Dirty Thirty, likely to 10x within the next five to ten years. Their growth projections/TAMs are downright filthy. We’ll check back with these champs every twelve months to evaluate progress:
Puma Biotech (PBYI) $136M
Shift Tech (SFT) $219M
1stdibs.Com (DIBS) $337M
Viant Tech (DSP) $387M
Rubius (RUBY) $499M
Baozun (BZUN) $562M
Vaxart (VXRT) $635M
Sierra Wireless (SWIR) $699M
Digi Int. (DGII) $728M
Perion (PERI) $985M
fuboTV (FUBO) $1.2B
PubMatic (PUBM) $1.3B
Proto Labs (PRLB) $1.5B
Magnite (MGNI) $1.7B
Nextdoor (KIND) $2.3B
LiveRamp (RAMP) $2.6B
SunPower (SPWR) $3.6B
DoubleVerify (DV) $4B
Digital Turbine (APPS) $4.1B
Opendoor (OPEN) $5.7B
First Solar (FSLR) $8.3B
Doximity (DOCS) $9.7B
Exact Sciences (EXAS) $11.5B
Zillow (ZG) $13B
Roku (ROKU) $16.3B
Check Point Software (CHKP) $18.4B
AppLovin (APP) $20.6B
Skyworks Solutions (SWKS) $21.9B
Trade Desk (TTD) $31.9B
Baidu (BIDU) $53.9B
“Nature does not hurry, yet everything is accomplished.” –Lao Tzu, Tao Te Ching