Lou Whiteman

I got to say, I think the fear about software stocks is legitimate.

I think there's something there.

I don't like a lot of them in the list you gave me, but in the list you gave me, Netflix is on there, not a SaaS, but subscription.

Netflix, I get why it's down.

I think the company is telling you that this isn't the Netflix of old.

I think this is a deal they have to do.

I think it could be turbulent for the next few years, but I'm not going to bet against the best management team

in the industry to get it right over time.

As a long-term focused investor, I'll take Netflix at these valuations for the long haul and I think it works out.

Kind of.

I think the difference is, they are a more mature company now, so maybe we shouldn't expect it to do the insane, fabulous appreciation that it did from there.

But it's a new world for Netflix.

I still think that they are a best-of-breed in their category, and that's what I'm looking for.

So, yeah, I think this is an opportunity.

It might not be the same opportunity it was a decade ago.

Emily, what are you picking?

Again, I'm looking long-term here because actually, this company has earnings coming up and I'm worried about this quarterly report, but Axon Enterprise is on this list.

I still believe in the long-term story here.

It is really, really highly valued and this is a market where I don't know if their core customer, the local governments, really have the spending power to expand.

I do think that's weighing on near-term.