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Amazon.com Inc. (AMZN $234.69)
- $234.69 P/E (TTM): 33.56X Cap: $2.50T
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Amazon.com Inc. (AMZN $234.69)
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Constellation Software Inc. (CSU $3,343.01)
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Dollarama Inc. (DOL $194.93)
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WSP Global Inc. (WSP $253.30)
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Celestica Inc. (CLS $435.00)
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Thomson Reuters Corporation (TRI $198.05)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.92)
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Monolithic Power Systems Inc. (MPWR $920.19)
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Axon Enterprise Inc. (AXON $554.37)
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CECO Environmental Corp. (CECO $49.49)
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EnerSys (ENS $137.52)
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Galaxy Digital Inc. Class A common stock (GLXY $36.99)
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CrowdStrike Holdings Inc. (CRWD $537.55)
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Vertiv Holdings LLC Class A (VRT $170.97)
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RTX Corporation (RTX $175.57)
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Robinhood Markets Inc. (HOOD $122.50)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.75)
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Nebius Group N.V. (NBIS $83.54)
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Costco CDR (CAD Hedged) (COST $41.78)
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Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.
Thanks again for all the insights - love the service you provide.
Thanks again for all the insights - love the service you provide.
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Amazon.com Inc. (AMZN $234.69)
- $234.69 P/E (TTM): 33.56X Cap: $2.50T
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The Trade Desk Inc. (TTD $41.93)
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Q: TTD Your thoughts please on the quarter? Thanks
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Amazon.com Inc. (AMZN $234.69)
- $234.69 P/E (TTM): 33.56X Cap: $2.50T
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Nebius Group N.V. (NBIS $83.54)
- $83.54 Cap: $19.89B
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Q: Why is NBIS down almost 8% today? Is this something to be concerned about?
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