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Twilio Inc. Class A (TWLO $140.69)
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Snap Inc. Class A (SNAP $7.58)
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Roku Inc. (ROKU $111.54)
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CrowdStrike Holdings Inc. (CRWD $484.45)
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Datadog Inc. (DDOG $138.51)
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UiPath Inc. Class A (PATH $16.37)
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?