- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Spotify Technology S.A. (SPOT)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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?