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Q: Hello 5i!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!
Q: What is your opinion about these stocks? Should I add to these for long term hold. What are the chances for these going bankrupt?
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Q: I have been holding a very small position in these companies (currently less than 0.5% each). Is it time to add to one or both of these companies, or get rid of them?
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