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Q: Hi 5i,
I know you guys are long term investors and don’t like trading around earnings, but it seems to me that most tech stocks are priced to perfection these days and they can have great earnings calls and yet the stock sells off. Recent examples are NVDA, ROKU, TTD, SQ and SHOP (although SHOP announced a financing as well). For new positions, aren’t the odds in your favour to wait until after earnings to buy? Similarly, if one is overweight on a position, again it seems to me that the odds are in your favour to trim back prior to earnings. What are your thoughts on this approach?
Thanks again.

Read Answer Asked by Dave on February 26, 2021

Q: Hi Peter and Staff
I added these stocks and PLTR a few months ago due to your good vibes in Q&A.

So far I have sold PLTR at a profit after its volatility on earnings last week

Do u still feel good on the rest even if we hit a “tech bubble” or sector rotation as far as the long term ?

Are any of them under capitalized ?

Multiple credits of applicable

Thanks for all you do

Read Answer Asked by Dennis on February 25, 2021
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