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Snap Inc. Class A (SNAP $10.07)
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Spotify Technology S.A. (SPOT $674.46)
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Zillow Group Inc. (ZG $77.51)
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Palantir Technologies Inc. (PLTR $154.63)
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Snowflake Inc. (SNOW $212.56)
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Asana Inc. Class A (ASAN $15.12)
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ContextLogic Inc. (WISH)
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DigitalOcean Holdings Inc. (DOCN $28.82)
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WeWork Inc - Class A (WE $46.61)
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Udemy Inc. (UDMY $7.17)
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!
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!