• Meta Platforms Inc. (META)
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• Netflix Inc. (NFLX)
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• Booking Holdings Inc. (BKNG)
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Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.

Upvote 21

Read Answer Asked by Ahmed on April 01, 2024

• Booking Holdings Inc. (BKNG)
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• AutoZone Inc. (AZO)
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• Ulta Beauty Inc. (ULTA)
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• Crocs Inc. (CROX)
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• Pool Corporation (POOL)
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Q: May you provide an update on POOl. It was a frequent mention of your’s in the past.

How compelling does it appear currently?
Where does it rank in your favorites in the US consumer discretionary picks? If possible, suggest your ingest conviction names and include your ranking.

Thank you for your excellent service, as usual.

Upvote 4

Read Answer Asked by Karim on March 12, 2024

• Booking Holdings Inc. (BKNG)
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• AutoZone Inc. (AZO)
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• Interactive Brokers Group Inc. (IBKR)
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Q: Looking for advice on how to rank these 3 stocks for a medium-term investment. All seem solid based on past performance and metrics but not sure if any have a particular advantage given their respective foci and expansion potential.

Upvote 1

Read Answer Asked by John on March 06, 2024