Investment Q&A

Q: Do you think safe to buy LMN.V today since it has been dipped more than 10% from the highest price? Do you see any reason been dipped so much?

Q: Sorry, yet again another NBIS & CRWV question.

You say you prefer NBIS over CRWV because of valuation. But I'm also curious if you are a fan of their other non-"Nebius AI" product like Toloka, TripleTen, AvRide.

Seems CRWV is more of a pureplay on what Nebius AI does?

Q: On August 12th you gave $270 as a reasonable entry point for CLS. Now that it is around $250 and appears to be still dropping and potential for volatility in September would you add now or wait until it appears to settle?

Thanks for all your help,

Mike

Q: It been a while since there was a question on this name. What are your thoughts currently?

Q: Hello,

For 5i, are these three companies still part of the “buy and forget” category?

Thanks

Q: I already have a little of NBIS. I am wondering if I should get into a CRWV position now that the price has dipped.

Otherwise, I would to my small NBIS position (80 shares @ USD 40).

At what price would you start a half position in CRWV? At what price would add to an existing NBIS position.

Q: I would appreciate your comments on the firing of the CEO and the board (finally?) getting involved to hopefully kickstart the company. In these situations it is usually best to hold and see what happens?

Appreciate your insight.

Paul F.

Q: Most of my investing style is focused on Canadian high quality compounders and the US market using ETFs. I have really tried to drill in my head that drawdowns of 20-30% happen quite frequently to quality compounders for no significant reason other than they can randomly occur. I try my best to ignore them and focus on the long term future. My biggest holdings are CSU, TOI, and LMN. Instead of focusing on the current drawdown, where do you see these companies in a 5-10 year time horizon? Will CSU be able to acquire as many companies? Will it compound as quickly as it has before. Do you feel that TOI and LMN will be that faster growers in the future compared to CSU. What is the possibility of future spin outs for CSU? So far the 2 spin outs have worked well and followed CSU’s acquisition and incentive playbook.

Q: I have a question about 2514 Greetings:

It has been a long time since a question has been asked about CHKP. I own 500 shares and it has fallen significantly. After reviewing previous questions I would say that your present picks would be PANW and Fortinet. Why is cybersecurity in such a slump? What is the one year outlook for CHKP? Should I switch to PANW?


Thanks,

BEN.

Q: What do you think about the concept of AI, with the corollaries of ‘vibe-coding’ and lowered barriers to software creation, affecting the above businesses?
I hear an increasing number of guests on CNBC and posts on X predicting the ‘death of SaaS’ because of this.
The above companies all benefit from perceived niche software, and charge fees that reflect this. Is niche software not going to be so hard to penetrate in the future by new, cheaper entrants?
And will this actually have to happen to affect the share prices of the above at some point, but just the expectation of it happening? Thx.

Q: Hi 5i,

Thanks for the podcast section on crypto. Very much enjoyed it.

If you could only buy and hold two of these for a med to long term, which would you choose? (Any particular reasons why?)

TIA!

Q: Please comment on latest earnings report, balance sheet strength and what your thoughts are on the long term outlook of the company. Thanks!

Q: Hello, I know 5i rate the above very highly but if only one could be purchased at these levels which one would you prefer and why, looking out 3-5 years. Thanks as always Anthony

Q: Does the recent earnings affect your view on SOUN as a longer term hold? Would you be comfortable initiating a position now? Thank-you

Q: WULF Please comment on the company and your thoughts on GOOGL stake/partnership with them.

Q: How can I invest in AI or companies that are heavily using AI ?

Q: Please name your top 4 companies that are into ART. Intelligence A/I. Brief reason for each pick. Take as many credits as necessary. Thanks. Helen

Q: Worried about the bench strength in Csu. If Mark Leonard is no longer able to function as CEO would your opinion change. It is our Biggest holding for over 10 years.

Q: May I have your thoughts on COHR's recent quarter? Currently down 20%. According to my phone (not especially trustworthy) a solid quarter but drops on guidance. I note too they are planning to sell their defence division for 400 Million. Maybe the market thinks they could have got more?
Jim

Q: Please comment on the 2nd q numbers. Thanks.