• Snap Inc. Class A (SNAP)
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• Spotify Technology S.A. (SPOT)
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• Zillow Group Inc. (ZG)
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• Palantir Technologies Inc. (PLTR)
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• Snowflake Inc. Class A (SNOW)
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• Asana Inc. Class A (ASAN)
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• ContextLogic Inc. (WISH)
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• DigitalOcean Holdings Inc. (DOCN)
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• WeWork Inc - Class A (WE)
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• Udemy Inc. (UDMY)
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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!

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Read Answer Asked by Etienne on April 17, 2023

• ContextLogic Inc. (WISH)
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• UWM Holdings Corporation Class A (UWMC)
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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?
Thanks

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Read Answer Asked by satish on April 26, 2022

• HUYA Inc. American depositary shares each representing one Class A (HUYA)
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• ContextLogic Inc. (WISH)
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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?

Thanks

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Read Answer Asked by satish on January 11, 2022