Q: I am bullish on both Air BnB and Affirm. What are your latest thoughts on both companies? What would your approach be for both IPOs once listed. Buy partial position on day one and follow once price settles?
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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: Hi,
Could you comment on the earnings after hours today (Dec2) for SNOW.
Would you consider an entry point here?
Thanks,
Could you comment on the earnings after hours today (Dec2) for SNOW.
Would you consider an entry point here?
Thanks,
Q: Hi folks. Thank you for all your expertise. I have SNOW and would like to either add CRWD OR PANW but was wondering if they are similar to SNOW. Can you please advise if it's worth one or just stick with SNOW. Thanks Dan
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Slack Technologies Inc. Class A (WORK)
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ZoomInfo Technologies Inc. (ZI)
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Snowflake Inc. Class A (SNOW)
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Unity Software Inc. (U)
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GoodRx Holdings Inc. (GDRX)
Q: Can you rank your top 5 US tech IPOs from the past 6 months
Q: If one were to take a position in SNOW, is this as good a place as any to jump in? ... around $230ish or should one wait for the steam to settle?
I read your other response, and have done a bit of due diligence, but quite frankly I'm "lost in the clouds" when it comes to these mega-techs. I know that they take a life all their own, valuations be damned, it seems and such stocks become runaways before the valuation catches up.
Would it be worth a full/half/quarter position in a well diversified portfolio. This is my "looking at the future" stock.
I read your other response, and have done a bit of due diligence, but quite frankly I'm "lost in the clouds" when it comes to these mega-techs. I know that they take a life all their own, valuations be damned, it seems and such stocks become runaways before the valuation catches up.
Would it be worth a full/half/quarter position in a well diversified portfolio. This is my "looking at the future" stock.
Q: Thoughts on the SnowFlake Ipo? thank you