Q: During his appearance on BBN in November Peter's top picks were CLBT, ROAD, and FOUR.
These are all down substantially since the show.
Did Peter hold those 3 in his actively managed fund when appearing on BNN? Does he still have any or some of them in his fund today?
Thanks
Sheldon
These are all down substantially since the show.
Did Peter hold those 3 in his actively managed fund when appearing on BNN? Does he still have any or some of them in his fund today?
Thanks
Sheldon
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Intuitive Surgical Inc. (ISRG)
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Crocs Inc. (CROX)
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Freshworks Inc. (FRSH)
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Construction Partners Inc. (ROAD)
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Shift4 Payments Inc. Class A (FOUR)
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Celsius Holdings Inc. (CELH)
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Snowflake Inc. Class A (SNOW)
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Cantaloupe Inc. (CTLP)
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Genius Sports Limited (GENI)
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SoFi Technologies Inc. (SOFI)
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Cellebrite DI Ltd. (CLBT)
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ReposiTrak Inc. (TRAK)
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Nebius Group N.V. (NBIS)
Q: Hello Team,
Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.
Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.
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Construction Partners Inc. (ROAD)
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Varonis Systems Inc. (VRNS)
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Vertiv Holdings LLC Class A (VRT)
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Cellebrite DI Ltd. (CLBT)
Q: What are your thoughts currently on VRNS?
In your previous answer you wrote “We think there are better opportunities in the market that look more interesting.” Can you please elaborate more specifically which companies you are thinking of? Thank you.
In your previous answer you wrote “We think there are better opportunities in the market that look more interesting.” Can you please elaborate more specifically which companies you are thinking of? Thank you.