17Nov22: Dirty Dozen 2.0

*Very promising companies + drastically reduced market caps + absolutely filthy TAMs = Dirty Dozen 2.0

fuboTV (FUBO) $626M

PubMatic (PUBM) $830M

Nextdoor (KIND) $894M

Perion (PERI) $1.2B

Digi Int. (DGII) $1.5B

Magnite (MGNI) $1.5B

LiveRamp (RAMP) $1.5B

Digital Turbine (APPS) $1.8B

Duolingo (DUOL) $2.8B

DigitalOcean (DOCN) $2.9B

Doximity (DOCS) $6.2B

Roku (ROKU) $7.9B

“Perfection is not attainable, but if we chase perfection we can catch excellence.” –Vince Lombardi