Q: Hi Peter
Schrodinger
I’d like your input on this company . Is it a buy ? Is it the type of company that 5i recommend .
Give me all the details
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Ichor Holdings (ICHR)
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MEDIFAST INC (MED)
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Redfin Corporation (RDFN)
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Schrodinger Inc. (SDGR)
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Simulations Plus Inc. (SLP)
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GAN Limited (GAN)
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Celsius Holdings Inc. (CELH)
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Magnite Inc. (MGNI)
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Mitek Systems Inc. (MITK)
Q: I have decided to exit all large cap stocks and move down the market cap range.
Please list your 5 most compelling US small caps for an agressive investor, irrespective of sector.
These would be to complement my current small cap holdings. If you feel any of the below holdings can be added to, please advise.
CELH
GAN
ICAD
ICHR
MGNI
MED
MITK
RDFN
SDGR
Thank you for your excellent service. I have made a small fortune with 5i
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Schrodinger Inc. (SDGR)
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ZoomInfo Technologies Inc. (ZI)
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Palantir Technologies Inc. Class A (PLTR)
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Snowflake Inc. Class A (SNOW)
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JFrog Ltd. (FROG)
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Unity Software Inc. (U)
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GoodRx Holdings Inc. (GDRX)
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Corsair Gaming Inc. (CRSR)
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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!