Q: Do any of these companies fwd P/E's or P/S's concern you at all vs their expected growth rates?

They range from 50x to 127x. I'm looking to increase positions in NBIS/SRAD/GENI so I'm thinking of trimming some of these higher valuation names to add to these lower position names. However, I don't want to trim these long term compounders if they still have legs, but at such high valuations, when does it make sense to trim a name like CRWD to add to NBIS currently? I understand that great companies generally have higher valuations for a reason and investors have to pay up for great long term compounders. Thank you!

Q: Please comment on the recent quarterly results, the forward guidance and its most recent acquisition. Thank you

Q: Can I get your quick comments on these companies? I'm down on these between 20-45%. Do you think they are still worth holding or looking to clean up these weeds and deploy into other higher quality names. Thanks!