10Jan23: Four Play

These four are incredible buys and what I’m personally loading up on. That is all.

(buy… hold… accumulate)

Jounce (JNCE) $60M

Xperi (XPER) $382M

Magnite (MGNI) $1.4B

DoubleVerify (DV) $4B

“My major allegiance has been to storytelling, not to history.” – Russell Banks