• LendingClub Corporation (LC $16.72)
  • $16.72 P/E (TTM): 25.48X Cap: $1.76B
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Q: Hello 5i
Some time ago you were positive on Lending Club. What caused you to sour on it and with interest rates about to drop does that change your view?
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on December 18, 2023

• LendingClub Corporation (LC $16.72)
  • $16.72 P/E (TTM): 25.48X Cap: $1.76B
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• Exact Sciences Corporation (EXAS $46.63)
  • $46.63 Cap: $8.64B
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• Trupanion Inc. (TRUP $46.54)
  • $46.54 P/E (TTM): 179.35X Cap: $1.97B
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• Pure Storage Inc. Class A (PSTG $58.84)
  • $58.84 P/E (TTM): 162.03X Cap: $19.29B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Redfin Corporation (RDFN)
  • Cap: $1.43B
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• Photronics Inc. (PLAB $22.52)
  • $22.52 P/E (TTM): 11.5X Cap: $1.32B
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• IES Holdings Inc. (IESC $357.83)
  • $357.83 P/E (TTM): 34.01X Cap: $6.77B
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• Pinterest Inc. Class A (PINS $35.69)
  • $35.69 P/E (TTM): 12.72X Cap: $24.14B
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• Chewy Inc. Class A (CHWY $40.86)
  • $40.86 P/E (TTM): 43.48X Cap: $16.50B
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• Cloudflare Inc. Class A (NET $198.74)
  • $198.74 Cap: $68.26B
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• Magnite Inc. (MGNI $25.51)
  • $25.51 P/E (TTM): 77.94X Cap: $3.60B
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• Unity Software Inc. (U $39.93)
  • $39.93 Cap: $16.82B
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• Upstart Holdings Inc. (UPST $69.47)
  • $69.47 Cap: $6.65B
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• Taboola.com Ltd. (TBLA $3.34)
  • $3.34 P/E (TTM): 85.0X Cap: $961M
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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• Upbound Group Inc. (UPBD $25.44)
  • $25.44 P/E (TTM): 14.17X Cap: $1.39B
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Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks

Upvote 1

Read Answer Asked by Curtis on March 22, 2023

• Meta Platforms Inc. (META $751.35)
  • $751.35 P/E (TTM): 27.39X Cap: $1.89T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.35)
  • $193.35 P/E (TTM): 80.15X Cap: $253.20B
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• goeasy Ltd. (GSY $211.44)
  • $211.44 P/E (TTM): 12.57X Cap: $3.36B
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• LendingClub Corporation (LC $16.72)
  • $16.72 P/E (TTM): 25.48X Cap: $1.76B
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• WELL Health Technologies Corp. (WELL $4.83)
  • $4.83 Cap: $1.23B
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• Codexis Inc. (CDXS $2.65)
  • $2.65 Cap: $254M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.77)
  • $16.77 Cap: $2.31B
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• Digital Turbine Inc. (APPS $4.25)
  • $4.25 Cap: $443M
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• Upstart Holdings Inc. (UPST $69.47)
  • $69.47 Cap: $6.65B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: Peter, for a portion of my portfolio I’m looking for companies with 8-10 bagger potential over the medium term, say 3 years. Please provide your 5 best cdn. and u.s. names for such potential gains. Regards Greg

Upvote 0

Read Answer Asked by Greg on August 16, 2022