Q: I have been a shareholder of the trade desk for many years and still have 123% gains.. I am questioning. what should I do with this company? I wonder if the future is still good. What would you do? Would you hold or sell? If you sell, you have a better investment you would put the money at work for the next five years. thanks a lot.
Q: Can you please comment on another drop on TTD today. Any news or thesis for this drop? What is your current stance on this stock and is it one to hold onto or do you have strong convinction ideas? I have nice gains on it since first recommendations from 5i in the pandemic so am ok with moving onto better ideas if you had some to suggest. Thanks so much!
Q: Hi, similar question for both of these stocks. I have a smaller position in both, I'm under about 20% and losing patience with both of them, although on paper they seem to be doing well! What might your views be on selling them at a loss and putting them into something with more growth, like NBIS (or do you have other suggestions if I were to reinvest)? I'm a non-resident, so cannot use the losses for tax purposes. Thank you.