Q: What are your thoughts on their strong Q2 earnings? Would this be a good entry point? It may finally be ready to rally over the next quarter.
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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.
- Datadog Inc. (DDOG)
- Snowflake Inc. Class A (SNOW)
- Applovin Corporation (APP)
- UiPath Inc. Class A (PATH)
- Confluent Inc. (CFLT)
Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP
Q: I hold three relatively small positions in each of the above, and am wondering if you could foresee one or two of them as better outperform the market over a longterm horizon (5 plus years) and thus worth consolidating towards? Thank you
Q: These are companies that I’ve held small positions in, based on future potential as I could see their businesses being very relevant in the future. Would you consider them worth adding to, with the goal of long term (albeit higher risk) growth prospects?
Q: Could you comment on earnings and future outlook. Is it a good buy for the future ?
Q: I have been doing some reading about a company that just had an ipo
I wonder what your think of confluent
I wonder what your think of confluent