Hitting the two year anniversary of the AllDryPowder website, I have learned a lot about company selection and am working on a more refined approach. It doesn’t help that the past two years have been devastating in the market, but that isn’t an excuse and forces me to think more deeply. The Terrapin 20 will continue to be tracked month-to-month as well as a new group of assets called the Great Eight (see below). I have shortened the bench a bit for this smaller cohort and intend to resume writing detailed stories on each of these companies to explain why they are good investments. Magnite (MGNI) continues to be my number one pick for long term growth. Thank you to everyone who reads my website and keeps the debate going on how to be an effective retail investor in this challenging environment.
Great Eight:
Brightcove (BCOV) $217M
Digi Int. (DGII) $1.2B
Magnite (MGNI) $1.5B
Perion (PERI) $1.6B
Intergral Ad Science (IAS) $1.8B
SunPower (SPWR) $2.7B
DigitalOcean (DOCN) $3.4B
Roku (ROKU) $9.2B
“The only thing I regret about my past is the length of it. If I had to live my life again, I’d make the same mistakes, only sooner.” – Tallulah Bankhead