A once in a lifetime opportunity to own incredible companies with enormous TAMs at dirt cheap market caps. The ADP Phoenix Two is now the ADP Phoenix Four:
Magnite (MGNI) $877M
Nextdoor (KIND) $1.1B
Doximity (DOCS) $6.1B
Roku (ROKU) $7.8B
“Don’t be afraid to take calculated risks when the pay-offs are there.” –Bill McRaven, Think Like a Navy SEAL