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Q: Good morning Ryan, Peter, and 5i Team,
Given the recent earnings miss and resulting downward momentum of WW shares, are you still confident that the thesis for investing in Medifast holds water? If not, might you suggest which one of your favourite US growth stocks (any sector) that you might currently prefer over Medifast? Thanks for your great service!
Brad
Given the recent earnings miss and resulting downward momentum of WW shares, are you still confident that the thesis for investing in Medifast holds water? If not, might you suggest which one of your favourite US growth stocks (any sector) that you might currently prefer over Medifast? Thanks for your great service!
Brad
Q: Jean Francois tardif chose this one as a top reopening contender to benefit from the reopening trade. It hasn’t panned out. Do you like the company? Would you keep holding ? Thank you
Q: Hi group do you think will weight reduction companies like weight watchers / Jenny Craig will do well when we get back to work and economy improves. ? lots of folks have really gained a lot of weight from working from home. looks like a up/coming runway? Which companied do you like in this space /what sector does it fit in . Appreciate your expertise /help
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