RE:RE:RE:RE:RE:RE:RE:RE:RE:5i Research Investments: WISH.V named #1 for greatest upsideThanks for the reminder of those January videos by JD and Jessie. I have watched them and also read with interest your posts Ace (yours and retiredcf and others) and agreed with you all back then that Wishpond looked terrific. To quote @retiredcf from Feb 2, "Jason Donville used to appear regularly on BNN and I considered him to be one of the better analysts...his first top pick for 2021 was WISH so I just initiated a position" (after the most recent discussion, I thought if I was ever going to say WISH was the top "first" pick again I better back it up with a direct citation from an authority figure).
And, since then WISH has only looked better (and I suspect that this will be confirmed once again on the Thursday call in two days). I only started accumulating after the overall market correction. When the market pulled this back down I quickly started buying.They are now very undervalued providing a great entry opportunity point. But, I agree with you, patience will be required (Donville's ROE Report in April provides that nice graph showing the anticipated revenue growth over the next four years).
I also saw Jason talk about his role on the BOD of Ackroo - he tried to downplay it by saying he was mostly just interested in gaining hands-on experience of mergers and acquisitions (since Ackroo is very active in that regard). He was probably just being cautious in his words. I do not currently have a position in them but think they do look promising.
When the market pulls back like this there will be lots of winners in a year from now when the tides turn fully back to tech - my investment goal is to try to identify the 'biggest winners' out of many winners and that is why I like Wish and Adcore and am pleased to see 5i and DK also like them and believe they have serious upside. I have been fortunate (lucky) thus far as I bought NVAX at 10 dollars watched it go up 15x (after five months) then sold and bought Acuity at 1.37 and it's still up 9x for me even after the recent pull-back. I'm convinced that Wish/Adcore are also going to be successful multi-baggers but it will take a little longer (but maybe not as long as one might think given the gowth projections outlined in the DK Roe Report). Patience though still required.
Sorry for the ramble. I should change my name to Chatty Cathy ;)