Q: I watched a presentation on Saturday where analysts fielded audience company suggestions and whittled them down to a few that they felt could 10 X in a reasonable time frame. I am wondering if you can look at this six and rank based on potential? For the top two, it would be great if you can discuss the TAM, impact of market value and shares outstanding, if they are solving a new problem/creating a new market and quality of management. Basically, why those two?
Longview Acquisition Corp
Good RX
Boston Omaha
Quantumscape
Clean Energy Services
Twist Biosciences

Q: Good morning,

Could I please have your thoughts on the SPAC Longview Acquisition and its acquisition of Butterfly the handheld ultrasound co. with backing from the Gates foundation? I know you generally are not a fan of SPACS however with knowing the company being purchased does it change your view at all? Any concerns with the pending lawsuit?

Thanks as always for your guidance
Brian

Q: Longview is a SPAC that is acquiring Butterfly Networks a medical imaging company.
What is your opinion of this deal?
Thank You
Peter