Q: HI,
Is there a future for small EV manufacturers? Most of them are bankrupt or doing poorly (VMC, LEV, RIVN,NIO,LCID). I owned NFI in the past. Seems one of the last survivors, besides large American (TSLA, F, GM) or Chinese companies (LI, BYD). Would you invest in this sector, if somebody does not want to support chinese businesses? Which stocks would you find interesting right now, or post-Trump taking office? Could be stocks related to the sector, but less sensitive. Thanks a lot.

Q: Can I have your thoughts on Ferrari. I have a small position in the company and would like to add. Do you have concerns about the P/E or would you recommend adding? ThankYou.

Q: Hello Team,
Which of these , or both, would you recommend as a long term compounder and why.
Thank You,
Barry