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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I wish to de-risk our portfolio. These are some of our holdings with high PEs [although that is not always the most appropriate criteria for risk assessment]. Would appreciate your advice as to top 10
(a) most at risk currently and
(b) great companies, even if currently expensive, that you have most conviction longer term.
Read Answer Asked by sam on March 17, 2021
Q: (Part 2 with 6 new companies) I watched a presentation on Saturday where analysts fielded audience company suggestions and whittled them down to a few that they felt could 10 X in a reasonable time frame. I am wondering if you can look at this six and rank based on potential? For the top two, it would be great if you can discuss the TAM, impact of market value and shares outstanding, if they are solving a new problem/creating a new market and quality of management. Basically, why those two?

ATOM
API
AFRM
VERI
TGTX
EXEL
Read Answer Asked by Tim on February 12, 2021
Q: Hi team,do you consider any of these two good buy at this stage?
Could also explain wether PayPal or Square taking away any business or market share from these two.
Thanks
Javad
Read Answer Asked by Javad on January 18, 2021
Q: Hello 5I Team
I was reading on Seeking Alfa that Shopify and LSPD are share holders of Afrm.
Please confirm that i understood correctly and would that benefit Shopify and LSPD
business? Please comment on what are your thoughts .Thank you for you advice .
Regards
Claudio
Read Answer Asked by claudio on January 14, 2021
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