Investment Q&A

Q: Would you be able to comment on VericalScope's recent results? Would you buy, sell or hold? Thank you for your wonderful service.

Q: Hi team ,
What happened to Rddt today ? I seen last night after hours it was up around 17% or something on earnings . Today it ended -4%. Which move was the right one ? What do you think of the company and future prospects and is it worth buying the name ?


Thanks ,

Shane

Q: Peter, one month ago you sill liked it. After another decrease of 40% since, how do you see it? Thks

Q: Hello 5i
Do you favour HOOD or RDDT after recent earnings and forecasts? A short explanation would be appreciated.
Thank you
Dave

Q: Thoughts on earnings?

Specifically I want to ask about these three line items from full year 2024 earnings:

"Total revenue increased 62% year-over-year to $1.3 billion, Ad revenue increased 50% year-over-year to $1.2 billion, and Other revenue reached $114.7 million

Gross margin was 90.5%, an improvement of 430 basis points from the prior year

Free Cash Flow was $215.8 million and capital expenditures were $6.2 million, less than 1% of revenue"

With gross margin being high and Cap-ex being incredibly low; is there something I am missing or is Reddit likely to be very profitable now that the baggage on the books from the IPO is behind them?

How is cap-ex so low? Is that mostly a result of their website having volunteer moderators?

Thanks.

Q: Hi can you please comment on earnings and possible reason for the reaction in after hours trading? as down almost 20% at one point, today looks like it's recovered almost back to yesterday's levels.
and
Seems like not many questions/discussions on 5i about this stock? surprising given it's performance and growth potential.

Q: Peter, I see that 3 mths gain is 67% and since April 2024 IPO, after a low at 39$, today is at 213.76$!! Too good to be true? I know that you always like to wait after an IPO - NBIS an exception. Is it still time to buy some?
Thks

Q: Hello,

Can you please comment on MSCI's after hours news releases.

Thank you!

Q: For a young growth investor, would any of these positions scare you from holding long term? Please rank your order of preference if starting a position today.
Thanks

Q: Hi! Thoughts on a switch from PINS to RDDT. Pros/Cons. I know you are showing interest in RDDT with recent earnings but does PINS still have potential or is it time to move on? Thank you!

Q: Thoughts on earnings? Thinking of buying a position but going to let the dust settle first. Do you think the price action is well supported by the earnings and guidance? Seems like growth is very strong.

Thanks.

Q: What are your thoughts about this after the big jump..I did not get in the ipo..but considering it..do you think this would be worth considering for a 5 year hold? Thanks. Shyam