Adding four names to my 10X SMALL BETS POT

1. MAGNITE ($MGNI)

The advertising world is constantly evolving and it looks like Magnite has found a way to capitalize on it. It is the type of numbers I like to see: after 4 years of negative but improving ROA (return on assets) they finally are profitable at 17% ROA this year. They are expanding at a 28% increase in assets investments (Assets Grow). Sales are on fire and as we move more and more out of linear TV, platforms like Magnite that allow media agencies and brands to buy media across streamed video (and more), are in a great position to capitalize on this trend. It is a 4BN Market Cap company. Right now they have 71 open positions on Linkedin vs. 577 total employees, that’s a 12% ratio! A clear sign of high demand and expansion.  I really like this name.

Link to company presentation: https://investor.magnite.com/events-and-presentations/presentations

2. ATKORE ($ATKR)

A 4BN Market Cap business with impressive numbers. Their ROA has been consistently above 18% over the past 5 years an…