5iLook at what they were pumping years ago, companies like DHX etc. I seem to remember others they have since sold off because of going bad. They have tons of examples of stocks that were crazy to own. Shopify and constellation software are the only things that saved them. Shopify is a specuation still. If they were smart, they would have recognized constellation software and the capital allocation skills of the CEO and ran with that harder... I feel as though they just guessed a portfolio together and got some random luck. I see no capital allocation skills.