22Apr22: One+One= Fish

Can’t really make sense of these low market cap numbers. Time to go fishing.

Rubius (RUBY) $116M

Puma Bio (PBYI) $122M

Shift Tech (SFT) $129M

1stdibs.Com (DIBS) $287M

Viant (DSP) $409M

Baozun (BZUN) $504M

fuboTV (FUBO) $729M

Perion (PERI) $1B

PubMatic (PUBM) $1.2B

Magnite (MGNI) $1.5B

Xperi (XPER) $1.7B

Nextdoor (KIND) $1.8B

LiveRamp (RAMP) $2.4B

Digital Turbine (APPS) $3.3B

DoubleVerify (DV) $3.7B

“Simple can be harder than complex: you have to work hard to get your thinking clean to make it simple. But it’s worth it in the end because once you get there, you can move mountains,” –Steve Jobs

2 comments

    1. Hadn’t heard of them before, but after a quick glance they seem to be a pretty exciting company. Wise words from the gold rush: invest in pick axes and blue jeans. The green energy revolution requires storage and it appears KULR has a proven battery coating product to protect lithium batteries in the most trying of circumstances, from space (including the mars rover) to submarines. Looks like their commercial application for electric cars/bikes to energy grid battery storage is starting to take off. This feels like a solid investment in a company centered on what most people are concerned about regarding lithium batteries: safety. Thanks for alerting me to KULR.

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