Lou Whiteman

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.

but it's an incredibly well-run company with a great opportunity up ahead.

I may be able to get it cheaper in a few weeks and I'm willing to accept the volatility, but thinking for the long-term, I still think they're early in their growth path.

I'll lean into this one.

Expectations are so high because for so long they've done so good, it felt like they were unstoppable.

Again, I think that it's more of just the reality of their market is going to step in here.