• Intuitive Surgical Inc. (ISRG)
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• Aspen Aerogels Inc. (ASPN)
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• IES Holdings Inc. (IESC)
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• Shift4 Payments Inc. Class A (FOUR)
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• Celsius Holdings Inc. (CELH)
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• Upstart Holdings Inc. (UPST)
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• SoFi Technologies Inc. (SOFI)
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• Catalyst Pharmaceuticals Inc. (CPRX)
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• TransMedics Group Inc. (TMDX)
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• Nextracker Inc. (NXT)
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Q: How would you rank the above listed companies today for a long term hold?

Upvote 8

Read Answer Asked by Andrew on November 12, 2024

• Upstart Holdings Inc. (UPST)
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• Sezzle Inc. (SEZL)
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Q: Hi,
I am curious as to your thoughts on this company - seems to have had blow out earnings - is this something you think should be on our radar? Or just a start up flash in the pan?
Many thanks for all your hard work!

Upvote 3

Read Answer Asked by Dawn on November 09, 2024

• Upstart Holdings Inc. (UPST)
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Q: I have a small position in Upstart at a loss. Given the recent recovery in Upstart, would you sell and move on?

Thanks
Tim

Upvote 2

Read Answer Asked by Timothy on October 18, 2024