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Twilio Inc. Class A (TWLO $108.93)
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Snap Inc. Class A (SNAP $4.72)
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Roku Inc. (ROKU $87.38)
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CrowdStrike Holdings Inc. (CRWD $408.24)
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Datadog Inc. (DDOG $122.06)
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UiPath Inc. Class A (PATH $10.86)
Q: Out of the above companies (CRWD, ROKU, SNAP, PATH, DDOG, TWLO) - which do you have the most conviction for? How would you rank them? Are there any of this list that you would avoid?