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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: Juste a note that Shane was asking if you would endorse a buy based on the drop. Your answer was thorough but did not state what you would advise at todays price:

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
Read Answer Asked by Tim on October 31, 2025
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
Read Answer Asked by Dave on October 31, 2025
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 ?
Read Answer Asked by jean on October 31, 2025
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
Read Answer Asked by Shane on October 31, 2025
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?
Read Answer Asked by Abolfazl on October 31, 2025
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
Read Answer Asked by Marty on October 30, 2025
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.
Read Answer Asked by Barbara on October 30, 2025
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