Opportunities keep beckoning and it looks like we could (finally) be emerging from the market’s nadir. I have expanded the holdings of what I’ll now dub the ADP Phoenix Nine, a group of promising companies at rock bottom market caps. It’s starting to feel different out there.
Fubo (FUBO) $763M
Magnite (MGNI) $981M
Nextdoor (KIND) $1.1B
LiveRamp (RAMP) $1.2B
Digital Turbine (APPS) $1.5B
Duolingo (DUOL) $3.5B
DigitalOcean (DOCN) $3.6B
Doximity (DOCS) $5.1B
Roku (ROKU) $7.3B
“Never give up, for that is just the place and time the tide will turn.” –Harriet Beecher Stowe