We’re at the height of absurdity when the world’s largest (and only) hyperlocal social media company Nextdoor (KIND) and the world’s largest independent programmatic supply side platform (SSP) for advertising Magnite (MGNI) are both under $1B in market caps. Considering their extensive blue chip partnerships and gigantic TAMs, it simply begs incredulity that they are this undervalued. When the market is in chaos… keep your eyes on dominant players and strike when the iron is hot. And right now it’s red hot.
Magnite (MGNI) $934M
Nextdoor (KIND) $968M
“Mistakes and pressure are inevitable; the secret to getting past them is to stay calm.” –Travis Bradberry