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Datadog Inc. (DDOG)
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Snowflake Inc. Class A (SNOW)
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Applovin Corporation (APP)
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UiPath Inc. Class A (PATH)
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Confluent Inc. (CFLT)
Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP
Q: I hold three relatively small positions in each of the above, and am wondering if you could foresee one or two of them as better outperform the market over a longterm horizon (5 plus years) and thus worth consolidating towards? Thank you
Q: These are companies that I’ve held small positions in, based on future potential as I could see their businesses being very relevant in the future. Would you consider them worth adding to, with the goal of long term (albeit higher risk) growth prospects?