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5i Recent Questions
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Spotify Technology S.A. (SPOT)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
Q: Out of these 4, what two would you sell today and why (I know they are very different)? If you could include a comment on valuation please do.
Also, how does that answer change if we were to enter a recession?
Also, how does that answer change if we were to enter a recession?
Q: What do you think of SPOT? I own some and thinking about selling due to their low margins, thoughts? I do love the product and is an extremely sticky product once people are a user.
Q: Tencent Holdings Ltd OTCM: TCEHY
Should I buy this company for the game industry or would you recommend something else?
Thank you.
Should I buy this company for the game industry or would you recommend something else?
Thank you.
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