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Q: A few software companies do 'Process Mining', do you see substantial future growth in this process and can highlight successful other players than the ones I outlined above?
Q: I’m selling Appian (APPN) and Fulgent Genetics (FLGT) for a tax loss and am wondering what suitable proxies would be. Or would you recommend just selling, and buying something more promising? (I’m not limited by sector here.) I have more confidence in Appian than in Fulgent. Is that appropriate in your opinion?
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Q: Down significantly on these names, wondering at these level if you would still hold on for a better market, if so which ones or swap them out for other stocks that are down and may have a better chance to recover.
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