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Booking Holdings Inc. (BKNG $5,454.81)
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Crocs Inc. (CROX $83.76)
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Aspen Aerogels Inc. (ASPN $7.08)
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Goosehead Insurance Inc. (GSHD $73.50)
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Catalyst Pharmaceuticals Inc. (CPRX $19.55)
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TransMedics Group Inc. (TMDX $112.64)
Q: I have a 4% position in BKNG. With yesterday’s pullback and it being close to 10% off it’s high ..if it were you, would you bring it to a full 5% or would you recommend a different investment? For small caps, if you had $50k to invest and risk/concentration wasn’t a factor.. what would you look at?