- Snap Inc. Class A (SNAP)
- Spotify Technology S.A. (SPOT)
- Zillow Group Inc. (ZG)
- Palantir Technologies Inc. (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!