Investment Q&A

• Lemonade Inc. (LMND $55.01)
  • $55.01 Cap: $4.22B
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• Root Inc. (ROOT $56.41)
  • $56.41 P/E (TTM): 24.11X Cap: $871M
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• SoFi Technologies Inc. (SOFI $15.75)
  • $15.75 P/E (TTM): 42.11X Cap: $20.20B
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• Pagaya Technologies Ltd. (PGY $15.19)
  • $15.19 P/E (TTM): 15.98X Cap: $1.17B
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Q: Hi, I’m considering adding these to my portfolio. What’s your opinion on them, how would you rate them, and what would be a good entry price?

Upvote 4

Read Answer Asked by Abolfazl on October 31, 2025

• Netflix Inc. (NFLX $87.49)
  • $87.49 P/E (TTM): 28.5X Cap: $368.40B
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Q: After its recent weak Q as a result of a one time cost on a law suit in Brazil, would you consider it buyable? What would you consider a good entry price at this time?

Upvote 4

Read Answer Asked by John on October 30, 2025

• Alphabet Inc. (GOOG $397.05)
  • $397.05 P/E (TTM): 36.57X Cap: $4.82T
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• Microsoft Corporation (MSFT $415.12)
  • $415.12 P/E (TTM): 26.31X Cap: $3.08T
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• Meta CDR (CAD Hedged) (META $32.63)
  • $32.63 P/E (TTM): 26.26X Cap: $2.11T
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Q: Good Morning

With the forecasted and continued large Capex expenditures of Meta, Google and Microsoft what companies do you see as benefitting the most? I am a bit surprised at the premarket direction of some of the obvious choices.
Thank you

Upvote 4

Read Answer Asked by Marty on October 30, 2025

• Crocs Inc. (CROX $103.63)
  • $103.63 Cap: $5.14B
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Q: Can I get your view on Crox's earnings this morning? Thanks.

Upvote 3

Read Answer Asked by Kevin on October 30, 2025

• Meta Platforms Inc. (META $609.63)
  • $609.63 P/E (TTM): 26.26X Cap: $1.54T
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Q: Would you buy into the price weakness resulting from the future capital spend guidance? At what price? A similar sentiment relating to the metaverse capital spend guidance in 2021 lead to a large price decline followed by a reversal by Zuckerberg and a huge price recovery.

Upvote 3

Read Answer Asked by John on October 30, 2025

• Apple Inc. (AAPL $293.32)
  • $293.32 P/E (TTM): 36.38X Cap: $4.30T
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• Qorvo Inc. (QRVO $90.53)
  • $90.53 P/E (TTM): 24.48X Cap: $8.39B
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• Skyworks Solutions Inc. (SWKS $66.78)
  • $66.78 P/E (TTM): 25.02X Cap: $10.04B
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Q: Greetings 5i, a combination of these 2 companies was announced along with release of preliminary results (Q4 & FY 2025 for Skyworks; Q2 2026 for Qorvo). Referencing your response to my last question on Skyworks Oct 20th, please update your analysis of future growth prospects for the combined entity. Would you add, hold or sell Skyworks (I had not yet gotten around to exiting my position)? The last question on Qorvo was in 2022. Thank you.

Upvote 1

Read Answer Asked by Barbara on October 30, 2025

• Eagle Materials Inc (EXP $210.45)
  • $210.45 P/E (TTM): 16.03X Cap: $6.61B
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Q: Record sales this quarter, sales volumes are higher, stock is off 6 %
I am considering taking a position in this company, can you comment on earnings and adding this to a portfolio?

Upvote 1

Read Answer Asked by Harry on October 30, 2025

• Metalla Royalty & Streaming Ltd. (MTA $9.79)
  • $9.79 Cap: $857M
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• MongoDB Inc. (MDB $299.47)
  • $299.47 Cap: $24.06B
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• Guardant Health Inc. (GH $95.70)
  • $95.70 Cap: $12.68B
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• GeneDx Holdings Corp. (WGS $40.77)
  • $40.77 Cap: $1.21B
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Q: What is your opinion on these stocks

Upvote 1

Read Answer Asked by hal on October 30, 2025

• GeneDx Holdings Corp. (WGS $40.77)
  • $40.77 Cap: $1.21B
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Q: Hello, can you please comment on the company and recent results?

Thank you
Robert

Upvote 1

Read Answer Asked by Mariusz on October 30, 2025

• Uber Technologies Inc. (UBER $75.45)
  • $75.45 P/E (TTM): 16.22X Cap: $153.58B
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Q: Hello 5i
What do think about Uber from a growth perspective? Do you consider it a worthwhile investment ?
Thanks as always

Upvote 6

Read Answer Asked by Jocelyne on October 30, 2025

• Brown & Brown Inc. (BRO $56.45)
  • $56.45 P/E (TTM): 18.37X Cap: $19.13B
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Q: BRO was such a good compounder for years. But since its last big acquisition its hitting 52 week lows, on top of the insurance sector struggling. Is this becoming a great buying opportunity or likely more issues and compounding story is behind them? Thx

Upvote 2

Read Answer Asked by Adam on October 30, 2025

Q: EOSE I would appreciate your thoughts on this battery storage company. They manufacture an industrial battery storage system that does not require rare earth minerals. They are gaining sales traction and just announced a massive ramp up of production capacity.

Thanks.

Upvote 1

Read Answer Asked by Joel on October 30, 2025

• Berkshire Hathaway Inc. (BRK.B $475.94)
  • $475.94 P/E (TTM): 15.33X Cap: $1.03T
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• Fundstrat Granny Shots US Large Cap ETF (GRNY $26.99)
  • $26.99 P/E (TTM): 30.16X Cap: $4.36B
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• BitMine Immersion Technologies Inc. (BMNR $22.17)
  • $22.17 Cap: $12.62B
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Q: I have extra cash on the sidelines. would you rank the following stocks in terms of performance over the next 12 months - with no reference to holdings %, or other stocks in my portfolios.

BMNR - GRNY - BRK.B

May I also have your thoughts on WHY for the company you would pick first.

Thanks

Upvote 1

Read Answer Asked by Donald on October 30, 2025

• Shake Shack Inc. Class A (SHAK $70.14)
  • $70.14 P/E (TTM): 63.52X Cap: $4.12B
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Q: The quarter looks pretty good. Your thoughts? I'm in at approx $108USD (3% position). Would you be comfortable with averaging down?

Upvote 1

Read Answer Asked by David on October 30, 2025

• Mirion Technologies Inc. Class A (MIR $18.99)
  • $18.99 P/E (TTM): 179.55X Cap: $4.94B
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Q: Please give me your thoughts on this companies? Is it a good growth prospect and what about its perspectives in a 3 years range ?

Thank you in advance

Upvote 3

Read Answer Asked by Gabriel on October 30, 2025

• Stride Inc. (LRN $87.93)
  • $87.93 P/E (TTM): 14.1X Cap: $3.73B
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Q: Hi, what are your thoughts on Stride - getting hammered today, but after the dust settles (over the next few weeks), is there value in this name? Thank you

Upvote 1

Read Answer Asked by Michael on October 30, 2025

• Flutter Entertainment Plc (FLUT $101.19)
  • $101.19 Cap: $17.96B
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Q: Any particular reason for the underperformance?

Upvote 2

Read Answer Asked by Mike on October 30, 2025

• The Boeing Company (BA $237.36)
  • $237.36 P/E (TTM): 91.32X Cap: $187.11B
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Q: Looking to add to my defense holdings. Can i have your thoughts on Boeing...is it a value trap? Would you have any other picks in the space that aren't too extended or just go to an ETF? Thanks.

Upvote 2

Read Answer Asked by Michael on October 30, 2025

• Papa John's International Inc. (PZZA $31.14)
  • $31.14 P/E (TTM): 37.76X Cap: $1.02B
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Q: Hi 5i,
What do you make of the Apollo offer to take papa johns pizza private at $64 and the likelyhood it will be successful.

Would 5i have any interest in papa johns at these prices....

Currently hold 1/4 position, Would you continue to hold or exit
thx

Upvote 2

Read Answer Asked by jim on October 30, 2025

• Ondas Inc (ONDS $9.06)
  • $9.06 Cap: $4.41B
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Q: Hi there,

Can I please have your opinion on ONDS here? Is it a buy or sell in your opinion?

Thank you!

Upvote 1

Read Answer Asked by Michael on October 30, 2025