Given current low market caps when considering respective TAMs… plus a business climate shifting away from stagnation…equals twenty securities perfect for a long term buy-hold-accumulate strategy.
Cheers!
(this list to be tracked monthly)
Jounce (JNCE) $61M
Brightcove (BCOV) $265M
Lovesac (LOVE) $394M
Xperi (XPER) $416M
PubMatic (PUBM) $797M
Nextdoor (KIND) $854M
Digi (DGII) $1.2B
Perion (PERI) $1.5B
Magnite (MGNI) $1.5B
Integral Ad Science (IAS) $1.6B
LiveRamp (RAMP) $1.7B
Digital Turbine (APPS) $1.7B
DigitalOcean (DOCN) $2.8B
Duolingo (DUOL) $3.7B
DoubleVerify (DV) $4.5B
Doximity (DOCS) $6.7B
Roku (ROKU) $7.8B
Skyworks (SWKS) $17.8B
Zscaler (ZS) $18.4B
Trade Desk (TTD) $25.4B
“Inspiration, move me brightly. Light the song with sense and color, hold away despair.” Terrapin Station, Grateful Dead
Are you familiar w/ Jazz Is Dead? I guess it was an all-star jazz fusion tribute to The Dead w/ a couple albums released a couple decades back. I caught a show at my local venue and it was easily the best show I seen in years.** Highly rec if they come through your town.
**Prior best show was Kruangbin at The Greek in 2021 … although for very different reasons.
Haven’t heard about them, but they sound great. I’m gonna dig around for some songs. Thanks for the heads up!