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Kinaxis Inc. (KXS $178.31)
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Alimentation Couche-Tard Inc. (ATD $74.46)
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Spotify Technology S.A. (SPOT $675.53)
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Galaxy Digital Inc. Class A common stock (GLXY $55.61)
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?