Garmin Ltd. (Switzerland) (GRMN)

Garmin Ltd. (Switzerland) (GRMN $259.77)
- $259.77 P/E (TTM): 31.81X Cap: $50B
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Broadcom Inc. (AVGO $345.50)
- $345.50 P/E (TTM): 85.82X Cap: $1.63T
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Garmin Ltd. (Switzerland) (GRMN $259.77)
- $259.77 P/E (TTM): 31.81X Cap: $50B
- View GRMN Profile
- View Questions on GRMN
Goldman Sachs Group Inc. (The) (GS $776.51)
- $776.51 P/E (TTM): 17.4X Cap: $235.06B
- View GS Profile
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JPMorgan Chase & Co. (JPM $304.03)
- $304.03 P/E (TTM): 15.78X Cap: $836B
- View JPM Profile
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Eli Lilly and Company (LLY $845.72)
- $845.72 P/E (TTM): 55.14X Cap: $800.43B
- View LLY Profile
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Mastercard Incorporated (MA $576.44)
- $576.44 P/E (TTM): 39.1X Cap: $521.10B
- View MA Profile
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Visa Inc. (V $351.36)
- $351.36 P/E (TTM): 34.11X Cap: $681.61B
- View V Profile
- View Questions on V
Constellation Software Inc. (CSU $3,869.33)
- $3,869.33 P/E (TTM): 96.25X Cap: $81.99B
- View CSU Profile
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- View Reports on CSU
Tesla Inc. (TSLA $438.69)
- $438.69 P/E (TTM): 250.34X Cap: $1.41T
- View TSLA Profile
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Axon Enterprise Inc. (AXON $727.41)
- $727.41 P/E (TTM): 178.43X Cap: $57.10B
- View AXON Profile
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Galaxy Digital Inc. Class A common stock (GLXY $57.78)
- $57.78 Cap: $21.74B
- View GLXY Profile
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- View Reports on GLXY
CrowdStrike Holdings Inc. (CRWD $509.95)
- $509.95 Cap: $121.61B
- View CRWD Profile
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Palantir Technologies Inc. (PLTR $183.56)
- $183.56 P/E (TTM): 598.43X Cap: $435.46B
- View PLTR Profile
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Coinbase Global Inc (COIN $387.27)
- $387.27 P/E (TTM): 37.34X Cap: $96.55B
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Robinhood Markets Inc. (HOOD $150.87)
- $150.87 P/E (TTM): 73.98X Cap: $133.13B
- View HOOD Profile
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Q: Hello 5i,
New to portfolio analytics, can’t say enough about this team! Bravo.

Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.

Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.

This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.

Eagerly waiting! Thank you.

Read Answer Asked by Adam on September 30, 2025

Alphabet Inc. (GOOG $245.46)
- $245.46 P/E (TTM): 26.81X Cap: $2.97T
- View GOOG Profile
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Garmin Ltd. (Switzerland) (GRMN $259.77)
- $259.77 P/E (TTM): 31.81X Cap: $50B
- View GRMN Profile
- View Questions on GRMN
Intuitive Surgical Inc. (ISRG $448.09)
- $448.09 P/E (TTM): 62.63X Cap: $160.62B
- View ISRG Profile
- View Questions on ISRG
NVIDIA Corporation (NVDA $189.11)
- $189.11 P/E (TTM): 52.72X Cap: $4.59T
- View NVDA Profile
- View Questions on NVDA
Booking Holdings Inc. (BKNG $5,131.23)
- $5,131.23 P/E (TTM): 36.54X Cap: $166.30B
- View BKNG Profile
- View Questions on BKNG

Q: Stocks are being pummelled. But as always, hopefully they will come back but it may take a while longer than normal. Trump is not normal. If one understands the risk, would you suggest buying some names that are being particularly hit today (eg SHOP -15%)? If so, can you suggest a few names?

Read Answer Asked on April 03, 2025

Amazon.com Inc. (AMZN $225.22)
- $225.22 P/E (TTM): 33.81X Cap: $2.40T
- View AMZN Profile
- View Questions on AMZN
Garmin Ltd. (Switzerland) (GRMN $259.77)
- $259.77 P/E (TTM): 31.81X Cap: $50B
- View GRMN Profile
- View Questions on GRMN
Booking Holdings Inc. (BKNG $5,131.23)
- $5,131.23 P/E (TTM): 36.54X Cap: $166.30B
- View BKNG Profile
- View Questions on BKNG
lululemon athletica inc. (LULU $174.82)
- $174.82 P/E (TTM): 11.82X Cap: $19.83B
- View LULU Profile
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Pool Corporation (POOL $301.72)
- $301.72 P/E (TTM): 28.3X Cap: $11.55B
- View POOL Profile
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Q: In the US Consumer Discretionary sector, what would be your top 5 companies? Thank you

Read Answer Asked by Gervais on January 14, 2025