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5i Recent Questions
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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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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.
Q: On Peter's last visit to Market Call 2 of his picks were ROAD and CLBT.
ROAD has not done well and CLBT started out doing well but has pulled back to the start.
Both of their recent performances have concerned me, especially ROAD.
Can you update his opinion on these 2. Has the outlook he outlined on BNN changed and why the dramatic pullbacks on both of these equities?
Thanks
Sheldon
ROAD has not done well and CLBT started out doing well but has pulled back to the start.
Both of their recent performances have concerned me, especially ROAD.
Can you update his opinion on these 2. Has the outlook he outlined on BNN changed and why the dramatic pullbacks on both of these equities?
Thanks
Sheldon
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