Q: I recently bought into Klaviyo as a speculative play based on Shopify having a significant stake in it. In looking at its quarterly report with my untrained laymen analysis skills, am I correct in thinking that things seem to be going okay with this company? I’d appreciate your thoughts about where, provided things go well, this company is going in the future? (Steady grower, volatile changes, buy out candidate) Are there any comparables?
Thank you for the great service!
Mike

Q: Hi can you please provide an updated opinion on KVYO now that the ipo sizzle has subsided a bit? I'm intrigued that Shopify invested heavily in it.

Q: There has been so much price increase , I wonder if there is any insider buying or selling in the last 3 months ? Does the increased stake in Klaviyo poses any significance ? Thanks a lot.