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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!
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Alteryx Inc. Class A (AYX)
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Avalara Inc. (AVLR)
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Zoom Video Communications Inc. (ZM)
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Fastly Inc. Class A (FSLY)
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Cerence Inc. (CRNC)
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ZoomInfo Technologies Inc. (ZI)
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Shift4 Payments Inc. Class A (FOUR)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello 5i,
I've ridden the Tech wave all year to an overweight position in my portfolio.
The above mentioned companies are partial positions that I'm looking eliminate some of.
I have an above average risk tolerance.
Could you please rank these for growth prospects over the next year or two?
Thank you
Dave
Q: Hi 5i Team,
Zoomlnfo Technology reported 2nd public earning since its IPO. Pls give your thoughts and would you be comfortable holding this stock if you own it.
Thanks for your professional advice and excellent service.