iopunda: We found some stories that we liked, we played some momentum a some price set ups. And when it got triggered, and we had an exit strategy, we stepped away. The reason why we like sthem is that they had already met their full year revenue guidance and they had no debt. That combination puts em in a little bit of adifferent category than one that might turn around and raise really quicklya dilute shareholders. No customers, no product, no revenue, is a really different class of business, is it not? Yes.
Beth Kindig and Knox Ridley from the I/O Fund came on to discuss with Jason their top growth stocks, market indicators, how to manage risk in an all tech portfolio, potential big tech spin outs, Roku's incredible expansion and more!