Q: Hi 5i - Five years ago, you suggested that my son (now aged 31) invest his early career earnings in in NVDA, TTD, ROKU, DOCU, FLIR, TEAM, CRWD, KXS, SHOP, LSPD, GSY, DOO, BYD, REAL, DSG. He largely took your advice a few of your picks have skyrocketed. Most notably, the $2,500 USD he put into NVDA is now up almost 1,900%. At the five year mark, he is wondering if it's time to rebalance and sell some of this NVDA shares or if he should continue to hold. He worries that all good things must come to an end and would appreciate your input, since it served him so well in 2020. If you have any other suggestions of growth stocks (or particular picks from your Growth Model Portfolio) he would also be interested. Thanks.

Q: Hi 5i,

Can you comment on TEAM earnings?

Trying to reduce the number of positions i have. Which one would you prefer between TEAM and VEEV? And why?

Thank you

Q: Happy New Year 5i team,

I have been holding this name TEAM for several years. It has been underwater for a long period of time until 3 months ago (November of 2024). What is your outlook for this name? If replace it with a better Growth one, what would be your recommendation? Thanks.