21Sept22: Early Days

During these challenging times it’s good to remember the power of compounding growth:

*In 2016 The Trade Desk (TTD) market cap was $1B. Today it’s $30B (30X in 6 years)

These four have dipped to incredibly low market caps and have the same potential for compounding:

Magnite (MGNI) $942M

Nextdoor (KIND) $1.2B

LiveRamp (RAMP) $1.3B

Doximity (DOCS) $5.8B

“Someone is sitting in the shade today because someone planted a tree a long time ago.” –Warren Buffett