• Mitek Systems Inc. (MITK)
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Q: Could you weigh in on Mitek Systems here. What is in these numbers? Thoughts on going forward? I can't understand why they continue to have issues around reporting?

Upvote 1

Read Answer Asked by Harry on March 22, 2024

• Booking Holdings Inc. (BKNG)
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• United Rentals Inc. (URI)
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• Axon Enterprise Inc. (AXON)
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• Powell Industries Inc. (POWL)
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• Vertiv Holdings LLC Class A (VRT)
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• Mitek Systems Inc. (MITK)
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• Nextracker Inc. (NXT)
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Q: How would you rank the named companies for inclusion in a balanced portfolio today? Would the rankings shift for a growth portfolio?

Upvote 7

Read Answer Asked by Andrew on February 26, 2024

• Booking Holdings Inc. (BKNG)
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• United Rentals Inc. (URI)
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• Axon Enterprise Inc. (AXON)
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• Powell Industries Inc. (POWL)
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• Vertiv Holdings LLC Class A (VRT)
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• Celsius Holdings Inc. (CELH)
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• Mitek Systems Inc. (MITK)
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• Nextracker Inc. (NXT)
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Q: Are there alternatives to MITK and BKNG that you feel would be better to have in a portfolio today?

Upvote 9

Read Answer Asked by Andrew on February 26, 2024