18Apr22: Fab Forty

Money continues to slosh around risky bets like crypto and the perceived safe harbors of mega caps. Meanwhile many hidden jewels are there for the taking, from nascent companies to proven winners. For those interested in playing the long game, here are some incredible value plays to add to your portfolio today:

Kubient (KBNT) $18M

Axcella (AXLA) $104M

Puma Biotech (PBYI) $127M

Shift (SFT) $153M

Rubius (RUBY) $179M

CalAmp (CAMP) $219M

1stdibs.Com (DIBS) $309M

Brightcove (BCOV) $309M

Jounce (JNCE) $350M

Viant (DSP) $415M

GrowGeneration (GRWG) $469M

Baozun (BZUN) $555M

Vaxart (VXRT) $586M

Sierra Wireless (SWIR) $630M

Digit (DGII) $704M

Limelight (LLNW) $736M

Theravance (TBPH) $754M

DocGo (DCGO) $840M

fuboTV (FUBO) $857M

Perion (PERI) $1.1B

Veru (VERU) $1.2B

PubMatic (PUBM) $1.3B

Proto Labs (PRLB) $1.3B

Magnite (MGNI) $1.5B

Xperi (XPER) $1.7B

Nextdoor (KIND) $2.2B

Yelp (YELP) $2.4B

LiveRamp (RAMP) $2.5B

SunPower (SPWR) $3.6B

Digital Turbine (APPS) $3.6B

DoubleVerify (DV) $3.9B

Novavax (NVAX) $4.7B

Opendoor (OPEN) $5.5B

DigitalOcean (DOCN) $5.7B

Ginkgo (DNA) $6.7B

First Solar (FSLR) $8.3B

Doximity (DOCS) $9.6B

Zillow (ZG) $12B

Roku (ROKU) $15.1B

Check Point (CHKP) $20B

“In the midst of chaos, there is also opportunity.” –Sun Tzu, The Art of War