Q: Hello Team,


Which one these would you consider averaging down:

Twist (down 70%)
SPHR (down 60%)
Roblox (down 30%)

I would appreciate it if you could elaborate on your reasons.

Thank you for all your wisdom and kind support!

Q: Hi 5i,

Can I get your take on Sphere Entertainment? I know it’s very small but also seems very interesting, with the world keen on experiences these days. The sphere that has been built in Vegas looks amazing! High-risk probably, but for a small position in the speculative category? Your insights always appreciated.

Thanks,