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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i team,
It seems the IPO market is in a frenzy these days, with DASH and ABNB, in particular. I always enjoy reading Professor Damodaron, as per your recent blog, and his musings on ABNB. He views fair value at $36B. The IPO was priced at $68, resulting in an initial company value of $47 billion. It opened around $145, about 3 times the Professor’s view of fair value.
Some market analysts view these IPOs as a market top, a view I don’t share. I just think people are crazy to pay these prices to get a pizza delivered to your door.
Thanks again for your thoughts on this frenzy and what it means for the markets, if anything.
Dave
Read Answer Asked by Dave on December 11, 2020
Q: C3.AI (symbol AI) Would appreciate your opinion of this new ipo ? today ?

JOHN
Read Answer Asked by JOHN on December 09, 2020
Q: Good afternoon, 3 questions...
Could you please give me your thoughts (after one public quarter) on Jfrog for a long term hold for growth?

There are lots of great new companies out there and only 1 public quarter for them. How would you rank the top ten “tech” stocks that had a IPO in 2020?

Your new USA fund forgive me if this is elsewhere but does this affect your answers or ability to answer any USA stock questions or does it not impact the current/past services? As I find your USA recommendations to be extremely valuable as a Canadian investor.

Thank you!
Read Answer Asked by Michael on December 09, 2020
Q: Mindbeacon is going public. Your view on the company please.
Read Answer Asked by Joanne on December 09, 2020
Q: Hi 5i: can you rank these IPOS in order, best first:
ABNB RBLX AFRM WISH?
Read Answer Asked by Fernando on December 07, 2020
Q: Hi 5I,

Can you please put the company name in your answer to Gregory's Dec 3 question so that we can do a text search: "How do you like the look of the IPO?"

Thx
Read Answer Asked by Christopher on December 03, 2020
Q: Thoughts on the AirBnb and Affrim Ipo next week? thank you
Read Answer Asked by francis on December 02, 2020
Q: This company is looking IPO. Your thoughts on whether it would be a buy?
Read Answer Asked by Shelley on November 30, 2020
Q: Hi, what do you think about this news about Microsoft Cloud Provider AvePoint Going Public Via Apex Technology SPAC ? It a SAAS provider for Microsoft 365 customers and it has plans to grow 25% or more and it have EBIT margins of 10%. I did not understand the symbols, it will start with AXPT and after it will change to AVPT ?

https://m.benzinga.com/article/18489999?utm_referrer=https%3A%2F%2Fwww.google.com%2F&utm_source=https%3A%2F%2Fwww.google.com%2F
Read Answer Asked by Clayton on November 27, 2020
Q: What IPOs would you consider interesting prior to year end? I think Airbnb & Affirm have been mentioned. Thanks
Read Answer Asked by Dave on November 27, 2020
Q: Any thoughts on the upcoming IPO for Roblox? Thanks
Read Answer Asked by Dave on November 26, 2020
Q: I was watching fast money while I was doing my hour cycle. What really struck me were all the special acquisition quotes I saw coming across the ticker. There must have been 5 or 6 and they were all up 10 to 50% on the day.

Now that some time has passed since ackman made a big splash with his spaq have you discovered or researched any that you like and think has a bright future as a growth investment?

Sheldon
Read Answer Asked by Sheldon on November 26, 2020
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