Q: For a three year timeline in my growth allocation, would you go with Propel or with Applovin in simple terms of potential price appreciation?
Q: Another day, another short report on Applovin. All the reports say something to the effect that Applovin tracks users in a way that the major platforms Apple and Google forbid. The worry is a deplatforming at some point. What do you make of this?
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Goosehead Insurance Inc. (GSHD)
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Freshworks Inc. (FRSH)
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MicroStrategy Incorporated (MSTR)
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Shift4 Payments Inc. Class A (FOUR)
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Palantir Technologies Inc. (PLTR)
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Snowflake Inc. Class A (SNOW)
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Applovin Corporation (APP)
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Cantaloupe Inc. (CTLP)
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Cellebrite DI Ltd. (CLBT)
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Symbotic Inc. (SYM)
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Nebius Group N.V. (NBIS)
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UFP Technologies Inc. (UFPT)
Q: How would you rank the following for a growth oriented long-term hold: NBIS, PLTR, FOUR, SYM, CLBT, GSHD, UFPT, SNOW, CTLP, MSTR, FRSH, APP