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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Celsius Holdings Inc. (CELH)
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Unity Software Inc. (U)
Q: In your opinion, is it too late to get out of the higher valuation stocks like SHOP, CROWD, UNITY, APPS, CELH etc.? With 3-4 rate hikes coming possibly, would I be better off in the lower multiples like banks? Or is most of the damage already done?