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Q: I'm in BN and BX, would adding KKR be duplicative or additive ? It's hard to tell sometimes what these companies have for assets.
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Q: The subject stocks have all run up fairly significantly. Can you comment on current valuations vs historic, and whether you believe projected earnings support current valuations? Your recent response to a question on volume included that you love new highs with high volume, has that been the case with any of these three stocks?
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Eli Lilly and Company (LLY)
- Visa Inc. (V)
- Blackstone Inc. (BX)
- Boyd Group Services Inc. (BYD)
Q: Dear 5i Team I sold BYD recently. I would like to replace with something US. I have visa Costco, ISRG, Google, Lily Would you happen to know a few founder led companies I can do some research on? Thank you Brent
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