Q: I've reviewed past Q&A on your website re: GDRX; also their investor newsletter released with the Q4 and Annual results. Do you see value over the next 5 years after today's strong drop (-38.9%) given it's competitors, revenue growth still reasonably robust, and adj net income and EBITDA that is + and growing?
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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: GDRX What are your current thoughts on this company? Would it be a buy at this level? Thanks
- Clean Energy Fuels Corp. (CLNE)
- Boston Omaha Corporation Class A (BOMN)
- Twist Bioscience Corporation (TWST)
- Butterfly Network Inc Cl A (LGVW)
- GoodRx Holdings Inc. (GDRX)
- QuantumScape Corporation Class A (QS)
Q: I watched a presentation on Saturday where analysts fielded audience company suggestions and whittled them down to a few that they felt could 10 X in a reasonable time frame. I am wondering if you can look at this six and rank based on potential? For the top two, it would be great if you can discuss the TAM, impact of market value and shares outstanding, if they are solving a new problem/creating a new market and quality of management. Basically, why those two?
Longview Acquisition Corp
Good RX
Boston Omaha
Quantumscape
Clean Energy Services
Twist Biosciences
Longview Acquisition Corp
Good RX
Boston Omaha
Quantumscape
Clean Energy Services
Twist Biosciences
- Schrodinger Inc. (SDGR)
- ZoomInfo Technologies Inc. (ZI)
- Palantir Technologies Inc. Class A (PLTR)
- Snowflake Inc. Class A (SNOW)
- JFrog Ltd. (FROG)
- Unity Software Inc. (U)
- GoodRx Holdings Inc. (GDRX)
- Corsair Gaming Inc. (CRSR)
- fuboTV Inc. (FUBO)
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!
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!
Q: Can u discuss the huge drop in good Rx today
Do u consider it a buy or a compelling buy at this price $33us
Thanks for your opinion
Do u consider it a buy or a compelling buy at this price $33us
Thanks for your opinion
- The Trade Desk Inc. (TTD)
- DocuSign Inc. (DOCU)
- Uber Technologies Inc. (UBER)
- Palantir Technologies Inc. Class A (PLTR)
- GoodRx Holdings Inc. (GDRX)
Q: What would be your top 5 US & top 5 Canadian companies that could be considered disrupters? Thanks
Q: Hi Team,
Can you provide your opinion of the Q?
Thanks
Can you provide your opinion of the Q?
Thanks
Q: Could you please compare these two.
Which one you prefer today?
Thanks,
Milan
Which one you prefer today?
Thanks,
Milan
- Slack Technologies Inc. Class A (WORK)
- ZoomInfo Technologies Inc. (ZI)
- Snowflake Inc. Class A (SNOW)
- Unity Software Inc. (U)
- GoodRx Holdings Inc. (GDRX)
Q: Can you rank your top 5 US tech IPOs from the past 6 months
Q: You cannot watch any American tv without seeing a goodrx ad. I bought a small position on its first day. Is it too early for 5i to form an opinion.