Q: Any latest comments on YEXT.Thanks.Paul
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Meta Platforms Inc. (META)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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Twitter Inc. (TWTR)
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Atlassian Corporation (TEAM)
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The Rubicon Project Inc. (RUBI)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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Yext Inc. (YEXT)
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Rapid7 Inc. (RPD)
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Guardant Health Inc. (GH)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi!
I believe 5i has correctly stated in the past that in a recovery the bigger, stronger names will bounce earlier and more powerfully than smaller and perhaps more speculative names. Companies like TTD and TEAM have either bounced or held up better than names like RUBI or YEXT which fits your comments. SHOP vs LSPD in Canada would be another example. My question is not about these names specifically but if you could please list 4-5 names in the USA space that are well capitalized (can survive) and undervalued (haven't bounced like you might have thought yet). I am not looking for value stocks but growth themed stocks that have been unfairly punished or neglected in the recovery.
Thanks so much!
I believe 5i has correctly stated in the past that in a recovery the bigger, stronger names will bounce earlier and more powerfully than smaller and perhaps more speculative names. Companies like TTD and TEAM have either bounced or held up better than names like RUBI or YEXT which fits your comments. SHOP vs LSPD in Canada would be another example. My question is not about these names specifically but if you could please list 4-5 names in the USA space that are well capitalized (can survive) and undervalued (haven't bounced like you might have thought yet). I am not looking for value stocks but growth themed stocks that have been unfairly punished or neglected in the recovery.
Thanks so much!
Q: Can I get your input on this smaller AI company based in the USA. Read an article yesterday that mentioned Yext as a way to play AI. Thanks for your great service.