Q: Hi Team,
This seems like an opportune time to add to this position. What are your thoughts on the company's valuation and competitive position?
This seems like an opportune time to add to this position. What are your thoughts on the company's valuation and competitive position?
Q: Hello,
Could you comment on Block and Booking quarterly earnings.
Thank you
Stephane
Could you comment on Block and Booking quarterly earnings.
Thank you
Stephane
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Datadog Inc. (DDOG)
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Shift4 Payments Inc. Class A (FOUR)
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Snowflake Inc. Class A (SNOW)
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Robinhood Markets Inc. (HOOD)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
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Block Inc. Class A (XYZ)
Q: I've held XYZ in a reg account for a while now awaiting a recovery (down 50%) that never seems to take hold. I have to imagine there are much better opportunities, particularly in the US tech space. What would be some suggestions for replacement I could explore. I've had my eye on FOUR for a while, thoughts on this one as well would be very much appreciated. Thanks so much.