14Mar23: Perfect Ten

Due to panic selling from the SVB implosion, we have some bargain basement prices for the top tech companies of the future. Buy… hold… accumulate:

Brightcove (BCOV) $199M

fuboTV (FUBO) $272M

Xperi (XPER) $461M

Magnite (MGNI) $1.2B

Digi Int. (DGII) $1.2B

Perion (PERI) $1.6B

Integral Ad Science (IAS) $2B

DigitalOcean (DOCN) $3.4B

Doximity (DOCS) $5.8B

Roku (ROKU) $8.7B

“’Patience is bitter, but its fruit is sweet.” -Aristotle