Q: Can you update your opinion on SOFI please? I know it was spoken of positively and rose near $18. How does it look to you at $10+? What would cause you to start a position and at what price? What do you consider to be fair value?
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Intuitive Surgical Inc. (ISRG)
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Crocs Inc. (CROX)
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Freshworks Inc. (FRSH)
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Construction Partners Inc. (ROAD)
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Shift4 Payments Inc. Class A (FOUR)
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Celsius Holdings Inc. (CELH)
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Snowflake Inc. Class A (SNOW)
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Cantaloupe Inc. (CTLP)
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Genius Sports Limited (GENI)
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SoFi Technologies Inc. (SOFI)
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Cellebrite DI Ltd. (CLBT)
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ReposiTrak Inc. (TRAK)
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Nebius Group N.V. (NBIS)
Q: Hello Team,
Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.
Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.
Q: I find the pace of disruption and innovation in the fintech space is evolving very rapidly so its hard to pick winners. What do you think of SOFI as a long term position. Quality of management, business moat , growth profile, competition, risk of disruption?
Thanks.
Thanks.