Investment Q&A

Q: Is Remitly Global a well run company considering what they have done in the last few years?

Q: Good afternoon;

I am trying to understand first, is the Formula 1 business segment of Liberty an attractive investment and second, if the answer is yet how best to invest in it - there are a number of stock possibilities.

Liberty has a number of arms and businesses; one being F1. The F1 brand is starting to strike me as one Peter Lynch may pay attention to. While I do not watch it much I am bumping into more and more people who have turned to it. Televised events appear to be more frequent and stands seem to be full. It is the pinnacle of racing and a magnet for big money and racing tech.

I would appreciate your assessment of the F1 brand, its fit within Liberty, risks/opportunities, if you consider it a worthy investment and how best to invest.

As always, thanks.

Dave

Q: Hello 5i
Would you be a buyer of POWL after its big run up from June? What is the outlook?
Thank you
Dave

Q: Hi 5i!

Can you comment SFM earnings? What do you think of its long term perspective and of the recent drop since june?

Thank you

Q: I’d like your thoughts on Chipotle after their recent quarterly results. Comparable-store sales have now been flat or slightly negative for the past few quarters, mainly due to weaker traffic, even though the company continues to open a large number of new restaurants each year and expand internationally. At what price would you start to be interested in this company or you would avoid it simply ?

Q: Hi Team,
Meta took a 15B one time non cash tax hit as a result of trumps “big beautiful bill”. What does this really mean non cash? Why aren’t other companies reporting the same type of hit? Aren’t all companies under the same tax rules? This news seems to be scewing strong operational results and causing a big share price drop. Looks like a buying opportunity to me. Do you agree?

Shane

Q: Hi, I’m considering adding these to my portfolio. What’s your opinion on them, how would you rate them, and what would be a good entry price?

Q: After its recent weak Q as a result of a one time cost on a law suit in Brazil, would you consider it buyable? What would you consider a good entry price at this time?

Q: Good Morning

With the forecasted and continued large Capex expenditures of Meta, Google and Microsoft what companies do you see as benefitting the most? I am a bit surprised at the premarket direction of some of the obvious choices.
Thank you

Q: Can I get your view on Crox's earnings this morning? Thanks.

Q: Would you buy into the price weakness resulting from the future capital spend guidance? At what price? A similar sentiment relating to the metaverse capital spend guidance in 2021 lead to a large price decline followed by a reversal by Zuckerberg and a huge price recovery.

Q: Greetings 5i, a combination of these 2 companies was announced along with release of preliminary results (Q4 & FY 2025 for Skyworks; Q2 2026 for Qorvo). Referencing your response to my last question on Skyworks Oct 20th, please update your analysis of future growth prospects for the combined entity. Would you add, hold or sell Skyworks (I had not yet gotten around to exiting my position)? The last question on Qorvo was in 2022. Thank you.

Q: Record sales this quarter, sales volumes are higher, stock is off 6 %
I am considering taking a position in this company, can you comment on earnings and adding this to a portfolio?

Q: What is your opinion on these stocks

Q: Hello, can you please comment on the company and recent results?

Thank you
Robert

Q: Hello 5i
What do think about Uber from a growth perspective? Do you consider it a worthwhile investment ?
Thanks as always

Q: BRO was such a good compounder for years. But since its last big acquisition its hitting 52 week lows, on top of the insurance sector struggling. Is this becoming a great buying opportunity or likely more issues and compounding story is behind them? Thx

Q: EOSE I would appreciate your thoughts on this battery storage company. They manufacture an industrial battery storage system that does not require rare earth minerals. They are gaining sales traction and just announced a massive ramp up of production capacity.

Thanks.

Q: I have extra cash on the sidelines. would you rank the following stocks in terms of performance over the next 12 months - with no reference to holdings %, or other stocks in my portfolios.

BMNR - GRNY - BRK.B

May I also have your thoughts on WHY for the company you would pick first.

Thanks

Q: The quarter looks pretty good. Your thoughts? I'm in at approx $108USD (3% position). Would you be comfortable with averaging down?