20Oct22: Ten to 10X

Given the extreme haircut these companies have received, it’s highly likely the ten companies listed below will 10X within the next 3 years. It’s simply inevitable given the trajectory of the industries they are in, and their respective positions within those industries.

fuboTV (FUBO) $709M

PubMatic (PUBM) $913M

Magnite (MGNI) $921M

Nextdoor (KIND) $1.1B

LiveRamp (RAMP) $1.2B

Digital Turbine (APPS) $1.4B

Duolingo (DUOL) $3.5B

DigitalOcean (DOCN) $3.5B

Doximity (DOCS) $4.9B

Roku (ROKU) $7.1B

“What we need to do is always lean into the future; when the world changes around you and when it changes against you–what used to be a tail wind is now a head wind–you have to lean into that and figure out what to do because complaining isn’t a strategy.” – Jeff Bezos