- The Trade Desk Inc. (TTD)
- Magnite Inc. (MGNI)
- Palantir Technologies Inc. Class A (PLTR)
- Topicus.com Inc. (TOI)
Q: Hi team. Two of my most "unsure" holdings are pltr and mgni. I was wondering how you feel about these long term. Would you continue to hold them? I was considering adding to TOI with the proceeds if I were to sell one, or both of them. What would be your suggestion for the long term here? Or is there any other of your absolute favourites at the moment that I should be buying today instead of holding pltr and mgni? Note that I already own TTD (same sector as mgni). Thanks for your input.