14June22: Clam Raking

Yesterday’s entry into the bear market means the tide is out and all the boats have sunk low (we’re talking Bay of Fundy levels here). Do you panic and sell? Do you wring your hands in anguish? No! Go get your clam rake and grab as many littlenecks as you can. They are there for the picking and the price point is about as good as it gets. Just think of the financial meal you’ll be enjoying down the road with today’s bounty.

Rubius (RUBY) $80M

Curis (CRIS) $98M

Puma BIotech (PBYI) $118M

Jounce (JNCE) $157M

fuboTV (FUBO) $497M 

DocGO (DCGO) $685M

Sierra Wireless (SWIR) $833M

Nextdoor (KIND) $1.3B

Veru (VERU) $1B

Proto Labs (PRLB) $1.2B

Magnite (MGNI) $1.3B

Digital Turbine (APPS) $1.5B

LiveRamp (RAMP) $1.7B

Novavax (NVAX) $3.2B

DigitalOcean (DOCN) $4.2B

Ginkgo Bio (DNA) $5B

Doximity (DOCS) $6.3B

Zillow (ZG) $7.9B

Roku (ROKU) $10B

Trade Desk (TTD) $22B

“Whether we’re talking about stocks or socks, I like buying quality merchandise when it is marked down.”  –Warren Buffett

2 comments

    1. PubMatic is good. Their TAM isn’t as large as the others, but a very solid company.

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