• LendingClub Corporation (LC)
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Q: Hello 5i
Some time ago you were positive on Lending Club. What caused you to sour on it and with interest rates about to drop does that change your view?
Thank you
Dave

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Read Answer Asked by Dave on December 18, 2023

• LendingClub Corporation (LC)
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• Exact Sciences Corporation (EXAS)
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• Trupanion Inc. (TRUP)
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• Pure Storage Inc. Class A (PSTG)
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• Alteryx Inc. Class A (AYX)
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• Redfin Corporation (RDFN)
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• Photronics Inc. (PLAB)
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• IES Holdings Inc. (IESC)
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• Pinterest Inc. Class A (PINS)
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• Chewy Inc. Class A (CHWY)
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• Cloudflare Inc. Class A (NET)
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• Magnite Inc. (MGNI)
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• Unity Software Inc. (U)
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• Upstart Holdings Inc. (UPST)
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• Taboola.com Ltd. (TBLA)
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• Matterport Inc. (MTTR)
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• Upbound Group Inc. (UPBD)
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Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks

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Read Answer Asked by Curtis on March 22, 2023

• Meta Platforms Inc. (META)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• goeasy Ltd. (GSY)
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• LendingClub Corporation (LC)
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• WELL Health Technologies Corp. (WELL)
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• Codexis Inc. (CDXS)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Digital Turbine Inc. (APPS)
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• Upstart Holdings Inc. (UPST)
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• Nuvei Corporation (NVEI)
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Q: Peter, for a portion of my portfolio I’m looking for companies with 8-10 bagger potential over the medium term, say 3 years. Please provide your 5 best cdn. and u.s. names for such potential gains. Regards Greg

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Read Answer Asked by Greg on August 16, 2022