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Q: I notice these 3 stocks are the 3 best performing stocks in the US over the last year based on the aggregate stats. What is each of their stories of success over the past year and what are the growth prospects from here for each of the three?
- Snap Inc. Class A (SNAP)
- Spotify Technology S.A. (SPOT)
- Zillow Group Inc. (ZG)
- Palantir Technologies Inc. Class A (PLTR)
- Snowflake Inc. Class A (SNOW)
- Asana Inc. Class A (ASAN)
- ContextLogic Inc. (WISH)
- DigitalOcean Holdings Inc. (DOCN)
- WeWork Inc - Class A (WE)
- Udemy Inc. (UDMY)
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!
- Intel Corporation (INTC)
- Western Digital Corporation (WDC)
- Revvity Inc Com (PKI)
- Omega Healthcare Investors Inc. (OHI)
- Groupon Inc. (GRPN)
- Beyond Meat Inc. (BYND)
- Silvergate Capital Corporation Class A (SI)
- Warner Music Group Corp. (WMG)
- Nikola Corporation (NKLA)
- WeWork Inc - Class A (WE)
Q: Hi Peter,
Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.
Thanks, for your advice.
George
Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.
Thanks, for your advice.
George
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