Q: Hello, can you please share your top 3 names ideally in the tech or industrials/manufacturing sector that most closely resemble Axon of 2-3 years ago:
- Lots of growth opportunities
- Business model with high recurring revenue
- Potential to be industry leaders
- Expensive for good reason
- Chance at doubling over the next 5 years
Are there others you think could grow into that type of business?
Thank you!

Q: What is your opinion of RBA with respect to its long term growth, valuation and as a hedge against a future economic recession. Thanks so much for your help.

Q: I am holding a 70% position on RBA and would like your thoughts on a full position move, their latest QTR was not bad but SP has drifted down since then,
Would you recommend RBA now or wait