Q: Hello Peter, Ryan, and Team,

Can I please get your current thoughts on Acuity Ads and its recent run-up. There's a lot of chatter about it being the next Trade Desk and the share price has more than tripled since I sold my small position in March. Do you think the price rally has room to run, or is this not worth chasing at this point?
As we all know, you win some and you lose some. Fortunately, my shares in Digital Apps have skyrocketed of late, but I can't find any news that directly substantiates the dramatic SP increase. Time to take some off the table or "let the winners run"? Thanks for your insights.

Brad

Q: Hi 5i Team - In your answer to a previous question you referred to the meteoric rise of Shopify as a pretty unique company where things came together at the right time. Do you see another company in its fairly early stages that might be in the same situation that Shopify was two or three years ago (and still is). This company does not have to be in the tech field - any category is good. If you have ideas for more than one company that fits this description that's fine too. Thanks!

Q: Hello 5i team,
Let’s say the S&P500 decreases by -15% from its high earlier this week over the next few days or weeks for no specific reason other than stretch valuations, COVID, elections and fiscale stimulus uncertainties. By how much would you expect each of the following stocks (DND, DCBO, LSPD, REAL, DSG, WELL, XBC, VEEV, BYD) to go down (a guesstimate for each)? Among other of your favorites, what other stocks could see an even worst correction?
Thank you for your collaboration, Eric