It’s been almost two months since my last post and I apologize for the radio silence… lots of life stuff going on. The most recent earnings reports seem good and there are hints out there of heading back into a bull market. As always, dollar-cost-averaging through consistent buying is the best antidote for market swings and keep your eye on the overall business narrative for each company you own. I continue to invest in programmatic advertising, renewable energy and IoT.
An updated Top Ten list for growth and value:
Brightcove (BCOV) $178M
EVgo (EVGO) $1.2B
Digi Int. (DGII) $1.2B
Perion (PERI) $1.5B
Maxeon Solar (MAXN) $1.5B
Magnite (MGNI) $1.6B
SunPower (SPWR) $1.8B
Integral Ad Science (IAS) $2.8B
Doximity (DOCS) $6B
Roku (ROKU) $8.2B
“Looking for something, we can rely on
There’s gotta be something better out there
Ooh, love and compassion
Their day is coming (coming)
All else are castles built in the air” –We Don’t Need Another Hero, Tina Turner