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AppLovin: “It’s come down a lot, but in the end AppLovin is in the crosshairs of Alphabet and I don’t want to be there. ... I’m just going to have to say no.”
Vale S.A.: “I like it. I think that’s a good idea. Nice hedge against inflation too.”
MFA Financial: “These residential mortgage-backed stocks have just been absolutely horrendous, and I’m going to just say unequivocally: do not own that stock. I don’t care how low the price to earnings multiple is.”
Kratos Defense & Security Solutions: “People hate the defense stocks. I don’t want to touch the defense stocks.”
Twilio: “I think it’s valued correctly. That’s the problem. Therefore, I don’t see any upside or downside that I can pin anything on.”
Compass Pathways: “You’re up against J&J [Johnson & Johnson]. I will not go up against J&J. They’re too big and too powerful. I want to stay away from that one. You can spec, a small position, spec that they get approval, but it’s very, very difficult.”
Cintas: “We want to own Cintas, but it just had a really, really big run. ... I think it’s a terrific company.”
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