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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: Greetings 5i, you have been rating Etsy as a HOLD for some time now, may we please have your updated analysis based on FY2024 results? Profitable, still repurchasing shares, but low growth and can't seem to get any traction, plus headwinds in the current environment. Do you agree? If this is a sell (I would be able to use the loss) would you buy it back in future? Thank you.
Read Answer Asked by Barbara on March 03, 2025
Q: Tradedesk was hammered after its earnings, and IAS saw a positive uptick after its earnings. What is the outlook for each company. I own both and thinking of consolidating the 2 holdings into one holding. What are your thoughts.
Read Answer Asked by Matthew on March 03, 2025
Q: Hi there. Can you comment what the impact of GOOG, MFST and AMZN and their creation of their own Quantum chips is on companies like RGTI and IONQ? Are RGTI and IONQ trying to do the same things as the bigger companies but from a weaker position or are they complimentary or poised to benefit from innovations of these larger companies? Obviously RGTI trying to beat GOOG at R&D if they are racing the same race seems like a long shot.
Read Answer Asked by Tim on March 03, 2025
Q: I am really surprised with your answer to Steven on March 3 about Berkshire, especially "In other words, we wouldn't necessarily want to give BRK a weighting that is materially higher than the typical stock in a portfolio." Shouldn't BRK be treated similarly to an ETF with 40+ quality holding plus private equity? You recommend S&P500 ETF as an alternative... well, there are a lot of investors who want their portfolio to be properly balanced and don't want to hold 33% in technology stocks. BRK-B is much better balanced and stable than S&P500. It also delivered better returns over the past year and 5 years despite the technology boom. Some of us still remember dot com bust of 2001...
Read Answer Asked by Ken on March 03, 2025
Q: Hello 5i Team,

What are your thoughts on Arista networks from here? AI demand is still strong and all those GPU's have to be networked. NVDA networking division was actually flat (did not grow) so you would assume there is other networking equipment being used.

If you like it would you accumulate at these prices or lower?
Read Answer Asked by James on February 28, 2025
Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you
Read Answer Asked by Neil on February 27, 2025
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