What are your highest conviction stock picks for the next 1-3 years?

$Darling Ingredients(DAR.US)$ DAR- Darling Ingredients. Taking waste and making useful things. I think biodiesel is a great bridge fuel, and they own part of the largest refinery.

$Cerence(CRNC.US)$ CRNC- cerence. Building conversational AI for vehicles.

$Compass(COMP.US)$ COMP- Compass Inc. building a full service real estate business. If you've bought a house you know it's a pain to work with numerous people for each different step. They are bringing that all in house for a one stop shop.