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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I know both are spinoffs from CSU and involved in “vertical” software. And both have done well.

What is the difference between the 2 companies?
Do they compete against each other in any way?
Which of the 2 should have the better growth prospects?

Thanks.
Read Answer Asked by Donald on September 15, 2025
Q: Hi Guys

What were your thoughts on Adobe earnings and conference call yesterday, if you had a chance to hear it. Do you think the the quarter was one where there is a more positive view on Adobe's place in the Ai world going forward? Would you be a buyer at these levels?

Much thanks

Stuart
Read Answer Asked by Stuart on September 12, 2025
Q: Any reason for the 10% increase in its price today?
Read Answer Asked by Terry on September 11, 2025
Q: These companies who buy other companies are dropping because of an AI scare.
Is it not possible for them to start adjusting and start buying AI companies to keep up with the present trend?

Is that possible?

Thanks
Read Answer Asked by Herm on September 11, 2025
Q: Netskope will list on the Nasdaq under the “NTSK”

Your opinion on his one, buy, wait, forget about it?

Thank you.
Read Answer Asked by Ross on September 11, 2025
Q: Both are getting hit today, particularly TOI. Any idea why? I hear talk of AI affecting them. Is this a factor? If so, how critical is it and how much risk does it introduce? Do you still rate them high?
Read Answer Asked on September 10, 2025
Q: Can you please comment on another drop on TTD today. Any news or thesis for this drop? What is your current stance on this stock and is it one to hold onto or do you have strong convinction ideas? I have nice gains on it since first recommendations from 5i in the pandemic so am ok with moving onto better ideas if you had some to suggest. Thanks so much!
Read Answer Asked by Justin on September 10, 2025
Q: Your thoughts on their earnings and guidance please? Is the drop today overdone? Analysts downgrading but still seeing significant upside. I know your approach is often to let shares settle so my question is whether today's news has changed the story (not investable) or if expectations were so high that a still good business/investment is being punished disproportionately
Read Answer Asked by Tim on September 10, 2025
Q: Hi 5i!
Respecting these are two very different companies, do you feel they both have a strong growth story ahead and are a compelling buy today?

Do you prefer one over the other?

Thanks for all you do! Your guidance has been appreciated over the years!
Read Answer Asked by Josh on September 10, 2025
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