Q: There has been very little press on the other ((rather large ) bank default, that of Signature Bank.
Did this bank have similar issues as SVB in terms of deposits and composition ? Wondering how many other smaller ( relatively ) banks could be in similar situations. Thanks Derek

Q: Hi, The Economist mentions in a recent article that ROKU reported that it held $487 million at SVB in a Mar 10th regulatory filing. I've sort of guessed that might be about 25% of ROKU's cash, based on number of outstanding shares and cash held per share listed on Finviz.com. Would that be a fair assumption? If so, what effect do you see this having on ROKU's share prices in the next while? I'm expecting to see them drop once the news gets out, but do not know how this might affect their overall business fundamentally or longer term. Can they withstand such a hit, if it comes down to a write off? I've listed this question as private, thinking I don't wish to add to market fears - but if you feel it would serve the 5i community best as a public question, feel free to open it up.
With continued appreciation for your sage advice, I look forward to your thoughts on this.
Dawn

Q: Hi there, with the failure of SVB, many regionals have also been sold off, possibly unjustifiably. Do you see any current opportunities in the space that seem like good buys? SCHW comes to mind but wondering your thoughts or if there are any others that look good here.