• LendingClub Corporation (LC $12.42)
  • $12.42 Fwd P/E: 28.86X Cap: $1.44B
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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 $12.42)
  • $12.42 Fwd P/E: 28.86X Cap: $1.44B
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• Exact Sciences Corporation (EXAS $52.99)
  • $52.99 Cap: $10.24B
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• Trupanion Inc. (TRUP $49.81)
  • $49.81 Cap: $2.17B
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• Pure Storage Inc. Class A (PSTG $54.52)
  • $54.52 Fwd P/E: 151.31X Cap: $17.80B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Redfin Corporation (RDFN)
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• Photronics Inc. (PLAB $19.16)
  • $19.16 Fwd P/E: 10.05X Cap: $1.15B
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• IES Holdings Inc. (IESC $302.70)
  • $302.70 Fwd P/E: 34.35X Cap: $6.13B
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• Pinterest Inc. Class A (PINS $36.53)
  • $36.53 Fwd P/E: 13.09X Cap: $24.34B
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• Chewy Inc. Class A (CHWY $38.30)
  • $38.30 Fwd P/E: 41.55X Cap: $15.69B
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• Cloudflare Inc. Class A (NET $186.97)
  • $186.97 Cap: $63.39B
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• Magnite Inc. (MGNI $23.55)
  • $23.55 Fwd P/E: 105.02X Cap: $3.26B
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• Unity Software Inc. (U $29.69)
  • $29.69 Cap: $12.14B
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• Upstart Holdings Inc. (UPST $74.13)
  • $74.13 Cap: $7.13B
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• Taboola.com Ltd. (TBLA $3.63)
  • $3.63 Fwd P/E: 90.75X Cap: $1.20B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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• Upbound Group Inc. (UPBD $25.09)
  • $25.09 Fwd P/E: 12.2X Cap: $1.52B
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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 $710.39)
  • $710.39 Fwd P/E: 28.18X Cap: $1.81T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $157.86)
  • $157.86 Fwd P/E: 95.72X Cap: $207.51B
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• goeasy Ltd. (GSY $170.96)
  • $170.96 Fwd P/E: 11.28X Cap: $2.82B
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• LendingClub Corporation (LC $12.42)
  • $12.42 Fwd P/E: 28.86X Cap: $1.44B
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• WELL Health Technologies Corp. (WELL $4.88)
  • $4.88 Cap: $1.17B
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• Codexis Inc. (CDXS $2.81)
  • $2.81 Cap: $241M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.25)
  • $16.25 Cap: $2.19B
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• Digital Turbine Inc. (APPS $5.19)
  • $5.19 Cap: $571M
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• Upstart Holdings Inc. (UPST $74.13)
  • $74.13 Cap: $7.13B
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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