Things are looking up on a number of fronts, so make sure you have all your boats in the water when the bull market tide comes rushing back in. Don’t be left crying on the beach.
Fantastic 15:
Brightcove (BCOV) $179M
Xperi (XPER) $449M
fuboTV (FUBO) $466M
EVgo (EVGO) $1.2B
Digi (DGII) $1.3B
Perion (PERI) $1.5B
Maxeon (MAXN) $1.5B
Udemy (UDMY) $1.5B
Magnite (MGNI) $1.8B
SunPower (SPWR) $1.9B
Integral Ad Science (IAS) $3B
DigitalOcean (DOCN) $3.5B
Doximity (DOCS) $6.1B
Roku (ROKU) $8.2B
Netflix (NFLX) $179.2B
“Price is what you pay, value is what you get.” –Warren Buffett
Caught Dead & Company in Norcal a couple years ago. Good time.
I can of course do my own research, but it might be cool to see a bit more about why you like certain picks — particularly vs. their competitors or what the bear case is missing … or something like that.
Nice! I’m probably not gonna see a show this year but this is their final run (we think). I’ll make a post soon with more granular detail about why I have the picks I make.