Q: News from the US today on UNC going to strictly online learning has to be the first of many such stories. I know CHEGG is a prominent US name that could benefit from schools scrambling to move online but I would like to ask if you can provide some names of companies that will benefit if either elementary, secondary or post secondary schools are hastily shut down? I listed a few that might do well on the headlines and would like your thoughts on each but also would like to know who will be fuelling the transition if it happens (cloud, security etc). To put it another way, who else stands to benefit if "back to school" is quickly reversed. Deduct as you see to be fair please.

Q: Hello, What are your thoughts on K12? Seems like it has good prospects and great growth. What are your thoughts on overall the fundamentals and financial side of things? Thank you!