Q: I am a shareholder in Celebrite and the stock is down significantly in 2025. What are your thoughts on the future of this security and would you recommend holding on or moving on? Thank You.

Q: I know you like both of these. But if you were adding to one, which one would it be and why? Thx

Q: I hold positions in all of these companies and I have some money to put into the market. Could you rate these in terms of which positions you would add to given the potential for total rate of returns given their current stock price, business model tailwinds, risk vs reward etc.

Conversely, if you would rate these as a hold then feel free to mention that as well. Thx.