The fed’s increase of 75 basis points yesterday gave the markets a boost, but today it looks like we are having another down day. Step back and examine the big picture: so many proven (and nascent) companies are at wonderful entry points for long term secular growth. A portfolio that includes the thirty listed below–at today’s market caps–is a wonderful setup for consistent flywheel returns if you can keep adding to positions while adjusting for parity. Make a steady investment practice and you’ll enjoy a robust portfolio that keeps growing.
Rubius (RUBY) $75M
Curis (CRIS) $85M
Puma Biotech (PBYI) $137M
Jounce (JNCE) $151M
fuboTV (FUBO) $516M
DocGo (DCGO) $752M
Perion (PERI) $821M
Digi Int. (DGII) $829M
Sierra Wireless (SWIR) $868M
PubMatic (PUBM) $984M
Veru (VERU) $1B
Proto Labs (PRLB) $1.3B
Nextdoor (KIND) $1.3B
Magnite (MGNI) $1.4B
Digital Turbine (APPS) $1.6B
LiveRamp (RAMP) $1.8B
SunPower (SPWR) $3B
Novavax (NVAX) $3.2B
DoubleVerify (DV) $3.6B
DigitalOcean (DOCN) $4.5B
Ginkgo Bioworks (DNA) $4.6B
Doximity (DOCS) $6.7B
First Solar (FSLR) $6.8B
Zillow (ZG) $7.8B
Roku (ROKU) $11.3B
AppLovin (APP) $12.9B
Skyworks Solutions (SWKS) $15.2B
Check Point Software (CHKP) $15.5B
Trade Desk (TTD) $23.4B
Cummins (CMI) $28.1B
“He that can have patience can have what he will.” –Benjamin Franklin