Investment Q&A

• Cloudflare Inc. Class A (NET $211.69)
  • $211.69 Cap: $74.51B
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Q: This enterprise has showed a magnificent run during this year. I would like to have your thoughts on its financial position and on the competition side. Ceteris paribus, can we think it could be particularly fragile in case of a breakdown of the technologic sector ?

Thank you very much in advance

Upvote 3

Read Answer Asked by Gabriel on November 04, 2025

• IREN Limited (IREN $34.77)
  • $34.77 P/E (TTM): 60.88X Cap: $11.55B
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Q: With IREN, I am holding a position size of 3.77% which now has a gain of 126%. Generally I like to keep winners running. Many people recommend taking gains along the way. Position size is OK for me, so there is no real need to trim. Is it a good idea to just keep holding without trimming? I also hold APLD, WULF and MARA within the same sector: all very modest position sizes.

Upvote 2

Read Answer Asked by Maureen on November 04, 2025

• O'Reilly Automotive Inc. (ORLY $91.42)
  • $91.42 P/E (TTM): 31.08X Cap: $76.49B
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Q: Orly has lost value in the last month. What is your opinion of the company today? Keep or sell in view of reinvesting in a more promising company?

Upvote 3

Read Answer Asked by jacques on November 04, 2025

• iShares Ethereum Trust ETF (ETHA $15.63)
  • $15.63 Cap: $6.34B
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• BitMine Immersion Technologies Inc. (BMNR $19.45)
  • $19.45 Cap: $8.84B
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Q: I am a bit confused with BMNR. I was under impression that this is a leveraged Etherium play, and expected the stock amplify the changes in Etherium price. However, when I look at the price changes for the past 2 months, as of today Nov 3, the ETHA is down 13% while BMNR is up 7% since September 1. Can you explain this anomaly please? Do I misunderstand the business model of BMNR?

Upvote 1

Read Answer Asked by Nikita on November 04, 2025

• Genius Sports Limited (GENI $4.56)
  • $4.56 Cap: $1.17B
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Q: hi folks...opinion on Q3 results for Geni/q...big swing to Net Income loss...but raised guidance for Rev & Adj. EBITDA....both it & Srad/q have sold off a lot....how much concern of competitition in their space, and who would the competitors be???...and possibility of a buyer of Geni....thanks as always, jb

Upvote 2

Read Answer Asked by John on November 04, 2025

• Berkshire Hathaway Inc. (BRK.B $477.35)
  • $477.35 P/E (TTM): 15.44X Cap: $1.03T
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Q: Everyone, with a new CAO soon to take over and $382 B in cash, is it now a good time you buy? It seems Warren has given Greg the best possible situation to take over. Clayton

Upvote 3

Read Answer Asked by Clayton on November 04, 2025

• Fiserv Inc. (FISV $56.16)
  • $56.16 Cap: $30.03B
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Q: What is the future of FI
If you own it , should u sell it or hold on ?
Thanks

Upvote 3

Read Answer Asked by Bharat on November 04, 2025

• Hims & Hers Health Inc. Class A (HIMS $19.14)
  • $19.14 P/E (TTM): 39.68X Cap: $4.52B
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Q: Thoughts on HIMS latest Q? Thank you

Upvote 2

Read Answer Asked by Terry on November 04, 2025

• Netflix Inc. (NFLX $98.66)
  • $98.66 P/E (TTM): 37.78X Cap: $416.55B
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Q: when Netflex is going to splite

Upvote 3

Read Answer Asked by Shiraz on November 04, 2025

• Berkshire Hathaway Inc. (BRK.B $477.35)
  • $477.35 P/E (TTM): 15.44X Cap: $1.03T
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Q: Hi,
Warren B steps down at year-end and it should be a non-event in the markets, as the succession plan has been well planned out and fully disclosed. But any thoughts on the new direction coming from CEO Greg Abel in the new year?
Maybe a new dividend, or spend some of the 381B sitting in cash?
Thanks.

Upvote 5

Read Answer Asked by Robert on November 03, 2025

• Nebius Group N.V. (NBIS $108.82)
  • $108.82 Cap: $25.91B
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Q: Can you outline why you like NBIS?
Thank You
Peter

Upvote 18

Read Answer Asked by Peter on November 03, 2025

• Alphabet Inc. (GOOG $294.46)
  • $294.46 P/E (TTM): 27.28X Cap: $3.57T
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• Intuitive Surgical Inc. (ISRG $452.07)
  • $452.07 P/E (TTM): 59.02X Cap: $160.54B
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• United Rentals Inc. (URI $732.09)
  • $732.09 P/E (TTM): 18.95X Cap: $46.03B
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• CECO Environmental Corp. (CECO $62.18)
  • $62.18 P/E (TTM): 45.22X Cap: $2.21B
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• Galaxy Digital Inc. (GLXY $17.64)
  • $17.64 Cap: $6.89B
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Q: Good Day,
I just trimmed back my position in GOOG and would like to start a new position in one of the following: CECO; GLXY; ISRG; URI. Please indicate what your order of preference would be if buying today?
Secondly, would you start a position now, or would you wait until tax loss selling is in full swing within the next few weeks?
Thanks for the great service.
Cheers

Upvote 15

Read Answer Asked by Kevin on November 03, 2025

• KKR Real Estate Finance Trust Inc. (KREF $6.22)
  • $6.22 Cap: $392M
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Q: What is your opinion of this trust.
Thank you for your insight

Upvote 1

Read Answer Asked by Barry on November 03, 2025

• Qnity Electronics Inc. When-Issued (Q.W)
  • Cap: $3.38B
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Q: Re the DUPONY stock spinoff called QNITY, I anticipate there might be a big rise then a decline. When and how would be a good time to invest in it?

Upvote 1

Read Answer Asked by Graeme on November 03, 2025

• Amazon.com Inc. (AMZN $209.77)
  • $209.77 P/E (TTM): 29.37X Cap: $2.25T
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• Nebius Group N.V. (NBIS $108.82)
  • $108.82 Cap: $25.91B
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Q: Why is NBIS down almost 8% today? Is this something to be concerned about?

Upvote 4

Read Answer Asked by John on November 03, 2025

• Constellation Brands Inc. (STZ $151.20)
  • $151.20 P/E (TTM): 23.61X Cap: $26.21B
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Q: Does this company have a debt problem? Dividend yield looks attractive, is it a good buy now?

Upvote 1

Read Answer Asked by Steve on November 03, 2025

• Lumentum Holdings Inc. (LITE $826.88)
  • $826.88 P/E (TTM): 224.9X Cap: $59.03B
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Q: I own shares in this company, but I get vibes of the last .doc bust. I hear bubble, I see bubble, but I also see major strategic AI infrastructure investments.

Is this still a hold for the next three years <very hard question>?

Upvote 1

Read Answer Asked by Joseph on November 03, 2025

• Amazon.com Inc. (AMZN $209.77)
  • $209.77 P/E (TTM): 29.37X Cap: $2.25T
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• Microsoft Corporation (MSFT $373.46)
  • $373.46 P/E (TTM): 23.1X Cap: $2.77T
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Q: Hi 5i, please provide thoughts on this new deal between Amazon and OpenAI. Is there a downside to Microsoft? Thx

Upvote 4

Read Answer Asked by Christopher on November 03, 2025

• Apple Inc. (AAPL $255.92)
  • $255.92 P/E (TTM): 32.36X Cap: $3.75T
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• Alphabet Inc. (GOOG $294.46)
  • $294.46 P/E (TTM): 27.28X Cap: $3.57T
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Q: Hi 5i, rumor has it Apple is going to sign a deal with one of the best chatbots out there, and this could add more revenue than Google provides. Please opine on this and Apple's AI strategy. Thx.

Upvote 4

Read Answer Asked by Christopher on November 03, 2025

• NVIDIA Corporation (NVDA $177.39)
  • $177.39 P/E (TTM): 35.87X Cap: $4.31T
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• Constellation Software Inc. (CSU $2,441.27)
  • $2,441.27 P/E (TTM): 74.23X Cap: $51.73B
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  • View Reports on CSU

Q: Assuming that one is a bit overweight in CSU and lacking NVDA, how would you consider a reallocation of investment dollars at the current time (i.e., realizing they have been trending in opposite directions)?

Relatedly, would you be comfortable purchasing NVDA at current levels (~$205).

Thanks!

Upvote 11

Read Answer Asked by Steven on November 03, 2025