Q: Reading a recent Q and A on MGNI I was reminded of APPS which was once viewed positively. It seems TTD is a winner, MGNI I maybe a rebound candidate and that APPS is just dead? Do you see any potential in this as being a high upside play when rates are lower?

Q: Your comments on Magnite's latest earning release?

Q: HI folks
Sadly, I am down on all of these somewhere between 60 to 95%!!! They mostly but not all started out as somewhat small positions 2 to 4 years ago! I have time to wait longer but: 1)are there any that are absolute failures and therefore should be sold. 2) Would you please rate the selIs from 1 to 10 ..10 being the absolute SELL. 3)How many years should I give these? (tough to answer but just a guess). I will not get much at all for any of them! Please take as many credits as you see fit.
Much Thanks and happy Family weekend