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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: How do valuations of AVLR look like in comparison to your other high-growth favorites (e.g., VEEV, DOCU, AYX, TEAM, CRWD, FSLY, TTD)? It is clear that AVLR is expensive, but I wanted to get a feel of where it stands w.r.t to peers. Would you a start a position for a minimum 5-year hold at current prices? Is there a much better company to invest in from the group I mentioned?
Read Answer Asked by Steve on July 13, 2020
Q: Hi there,

Can you please provide your top 12 US growth stocks, assuming that sector diversification is not a concern?

Thanks!
Read Answer Asked by Michael on July 08, 2020
Q: Nextech AR Solutions Corp has developed a partnership with Fastly and they have developed a break through in video security. I take it this means that they are working together on it. I am considering taking a small position in Nextech and I’m wondering what your thoughts are on the company with respect to their product or products and financially. I believe that with the Covid problem a lot of companies are going to be getting a lot more attention. I doubt we will not be going back to the same World as before and some companies will be big beneficiaries..
A second question - I believe that Zoom was having some security problems earlier this year and I was wondering what they did to correct that and did they do that on their own or did they have another company assist them?
Thanks for all the work that your team put into answering our questions.
John
Read Answer Asked by John on June 30, 2020
Q: In Late April you answered my Increased data and Internet Traffic Question with Akamai and Fastly , Thank You !
Fastly has been on a Rip and Akamai is virtually flat would you add to either at this point ? Any others you would add in this space ?
Many Thanks
Greg
Read Answer Asked by Greg on June 24, 2020
Q: Can you please give me your thoughts on FSLY. It was on the news
" Fastly could be the biggest winner from Shopify Deal with Walmart."

Do you agree with the above news? If yes WHY
I hold 2% and it is already up 50% in less than a month. Is it still a buy, sell, or hold.
According to you who would be the biggest winner between Shopify and Walmart Deal.

Thanks for the great service
Read Answer Asked by Hector on June 18, 2020
Q: I have 8 below US stocks and would like your expert opinion on which stocks are best to hold, sell, or buy more. Does anyone has big DEBTS and how is their management. If you have to sell in which order I should sell. MSFT is about 4% and all others are only 2% of my portfolio.

CRWD, ECL, BYND, FSLY, SONO, NET, SQ. MSFT.

Thanks for the great service.
Read Answer Asked by Hector on June 12, 2020
Q: Hi , as you mentioned future trend of people staying home and work and boss wants to monitor work. Would you suggest companies that involve in this ? Thanks.
Read Answer Asked by victor on May 20, 2020
Q: Do you view EnWave as a good buying opportunity today? Also, how do you view the company in the long term? Similarly, your views on Appian and Fastly would be appreciated.
Read Answer Asked by Lisa on November 22, 2019
Q: This year I have been watching Jim Cramer on CNBC/Mad Money and doing very well with his recommendations. Can you give m your thoughts on these 2 as well as ENPH?

Thanks as always for your Fantastic Service! Austin
Read Answer Asked by Austin on August 29, 2019
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