Investment Q&A

Q: Hi Guys ! I would like your comments on these stocks. Some of them I'm down a lot eg: ALAB, DASH, NOW. I would appreciate any comments on the individual stocks and also are they hold or sell ? Thanks.

Q: Capital One just announced that it will acquire the fintech company Brex for $5.15 billion. My understanding is that this price is significantly lower than Brex’s valuation about a year ago.
1. Does this acquisition make COF shares more or less attractive as a buy right now?
2. How would you rate COF following this announcement and after it missed expectations in its January 23 earnings report?
3. What do you see as the key risks to the stock beyond political noise?
4. If you would rate COF a buy after all the recent updates, your rationale please?
5. How do you view COF’s business model and competitive moat relative to peers, such as American Express (AXP)?
6. What do you have for *current* (post earnings. release today) for forward P/E and PEG? Debt levesl if acquisition goes through ?

Your thoughts on COF in light of the latest news would be much appreciated, thank you. :ao: .

Q: What might be 10 stocks (trading on a usa exchange but not necessarily a US company) that you would suggest holding for all of 2026 as a portfolio. Thank you.

Jason

Q: Thoughts on DoorDash?

Q: Thoughts on Door Dash? Would you consider it a buy at the moment?

Q: Hi,

Boomer here looking for a newish stock after my kids regularly use these products. Of these two entrants in categories (which did not exist 20 years ago) which would you recommend for long term growth without gut wrenching volatility? Are there other options you prefer?

Q: What are your thoughts on Maplebear (Instacart)?
Would you prefer DoorDash?
Or is Uber a better investment?

Q: Appreciate thoughts on latest eps and outlook. Thanks

Q: Hi,

Which one of the three would you expect to bounce back in the short term. Any one of them that you would not invest in?
Regards

Q: Hi- could i get your take on UBER earnings ? Was the sell off warranted- would you add to a position at this level. forward P/E of 50 seems a bit rich

Q: Morning, your thoughts on the quarter including forward earnings. Growth seems strong. Any interest here?

thx, M

Q: Hi 5i
I could not find Maplebear inc in you r data base.... Could you provide any insight/opinion to the following comments by wolfe research and the possibility of a potential acquisition ....

" the stock has rallied 13% so far this year, aided in part by a Wolfe Research analyst call last week that suggested Instacart could be a good acquisition target for Uber. Instacart last week declined to comment on the rumor. "

Thx
Jim

Q: It seems the outlook for Uber is changing positively. Although I don't think it can be placed in the same rarefied space as GOOG, AMZN etc in the technology space, do you see it as getting to occupy the same space in the next 5 to 7 years (my time frame before drawing down).
Please briefly give your bull case and bear case for this tech co

Q: What are your thoughts on DASH earnings. Earnings top estimate however stock still down. Do you consider as buy, sell

Thanks for your great service

Q: Any thoughts on DoorDash? I know they aren't profitable yet, but for companies like Dash and UberEats, do you think they'll ever get to unit or even whole company profitability?

Q: What does the future look like for these two stocks and with earnings around the corner, which one is a better investment today?

Q: Hello 5i
Could I have your assessment of Door Dash please?
The last question was Dec. 2020 and they have reported their most recent quarter.
Thank you
Dave

Q: Hi 5i team,
It seems the IPO market is in a frenzy these days, with DASH and ABNB, in particular. I always enjoy reading Professor Damodaron, as per your recent blog, and his musings on ABNB. He views fair value at $36B. The IPO was priced at $68, resulting in an initial company value of $47 billion. It opened around $145, about 3 times the Professor’s view of fair value.
Some market analysts view these IPOs as a market top, a view I don’t share. I just think people are crazy to pay these prices to get a pizza delivered to your door.
Thanks again for your thoughts on this frenzy and what it means for the markets, if anything.
Dave