-
Twilio Inc. Class A (TWLO $116.98)
-
Snap Inc. Class A (SNAP $5.19)
-
Roku Inc. (ROKU $88.52)
-
CrowdStrike Holdings Inc. (CRWD $408.04)
-
Datadog Inc. (DDOG $114.01)
-
UiPath Inc. Class A (PATH $13.00)
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?