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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: I'm a long term growth investor. Planning to do a little tax loss selling. I'm down on these 5 names. What do you think of each name from an investment point of view, in what order would you sell, and what, in your view, could be a possible replacement name for each. Thanks.
Read Answer Asked by Jeff on October 08, 2024
Q: Previous answer: We think software may be the next area to move, with names like PLTR. There is some consolidation happening but we do not see AI as being 'over' as a theme.

Can you provide your three best ideas outside of Palantir and provide a brief summary of why you see growth? Please present in order from most to least conviction.

Thanks!

Read Answer Asked by Tim on August 12, 2024
Q: Please comment on ESTC most recent earnings. Thank you.
Read Answer Asked by Larry M. on June 10, 2024
Q: Hi 5I. I hold VRT and am quite happy to do so. The names I have listed may also have big potential in the AI / Data Center explosion. Could you comment on the worthiness of an investment in any of them, please?

Carl
Read Answer Asked by Carl on June 03, 2024
Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP
Read Answer Asked by Kel on March 20, 2024
Q: Buffet likes to invest in companies with a moat and hold long term. He has a position in SNOW. Some analysts are calling into question the moat of SNOW. Do you know if SNOW has a decent moat or are they in what is essentially a commodity type business, in which case their margins will be eroded over time?

Thanks.
Read Answer Asked by Joel on March 08, 2024
Q: These four companies are all AI-predominant companies, all are growing revenues at about 20% per year or so, have similar market caps, and are coming into profitability for the first time either last year or next.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
Read Answer Asked by Michael on February 15, 2024
Q: I'm hoping you can give your thoughts on these as well as rank these potential AI companies for a 5 year hold.

EPAM; GLOB; C3AI; PERI; UPST; PLTR; SNOW; CAN; VRT
Read Answer Asked by Gregory on February 02, 2024
Q: FID5973 has spun off an ETF version FINN.
Compare owning FINN to QQQ/QQQM and FINN to a basket of stocks held within the ETF - What do you prefer for long term investor wants.
Read Answer Asked by Franc on January 18, 2024
Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.
Read Answer Asked by Catherine on September 14, 2023
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