• Snap Inc. Class A (SNAP)
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• Spotify Technology S.A. (SPOT)
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• Zillow Group Inc. (ZG)
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• Palantir Technologies Inc. Class A (PLTR)
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• Snowflake Inc. Class A (SNOW)
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• Asana Inc. Class A (ASAN)
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• ContextLogic Inc. (WISH)
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• DigitalOcean Holdings Inc. (DOCN)
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• WeWork Inc - Class A (WE)
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• Udemy Inc. (UDMY)
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Q: Hello 5i!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!

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Read Answer Asked by Etienne on April 17, 2023

• Intel Corporation (INTC)
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• Western Digital Corporation (WDC)
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• Revvity Inc Com (PKI)
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• Omega Healthcare Investors Inc. (OHI)
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• Groupon Inc. (GRPN)
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• Beyond Meat Inc. (BYND)
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• Silvergate Capital Corporation Class A (SI)
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• Warner Music Group Corp. (WMG)
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• Nikola Corporation (NKLA)
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• WeWork Inc - Class A (WE)
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Q: Hi Peter,

Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.

Thanks, for your advice.

George

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Read Answer Asked by George on April 13, 2023

• Enthusiast Gaming Holdings Inc. (EGLX)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Digital Turbine Inc. (APPS)
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• Think Research Corporation (THNK)
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• LifeSpeak Inc (LSPK)
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• WeWork Inc - Class A (WE)
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Q: can you rank with emphasis on potential .. cash on hand... moat a nd off the radar to scalpers and shorting

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Read Answer Asked by cliff on June 01, 2022