Emily Flippen

This is an easy basket for me between Axon, Zillow, and Spotify.

I'm a big fan of Spotify still to this day.

This is a business that I think has plenty of room to run.

So in terms of taking a long call here on Spotify, that one is an obvious winner to me.

In terms of a business that I would have to

By puts on, I think Zillow is one that I still remain a bit skeptical of.

I purchased Zillow back when it was in the iBuying pandemic-driven craze.

It's a legacy position that never quite panned out.

In fact, I think in the portfolios where we had recommended Zillow, we had since recommended a sale.

Obviously, I never got around to selling it in my own portfolio.

I probably should have.

Axon, always concerned about its valuation.

I'll just let that one run.

I really, really hate this question.

I don't want to put puts on any of these companies, to be very, very clear.

I've been sitting here the entire time John's talking and just heavily debating with myself.

The one that I feel very confident on is, I want to go long, so I guess by calls here on Dollar General.

This is

actually maybe a little counterintuitive.

I think Dollar General is set up really well here over the next three to five years.