In this article
Thomson Reuters: “The problem is that this is media and media has been decimated by all things AI, and I can’t get behind it.”
Xeris Biopharma Holding: “I know it because it’s injectables...I will tell you this: that’s precisely what I want you to do. That’s precisely what you need, but one of them...Just one spec will do it for you.”
Ondas: “This is a meme stock...I can’t get behind a meme stock.”
Nebius: “Until the market turned ugly, Nebius was one of my favorite stocks. Now I got to pull back because the facts of this entire market have changed. It’s no longer got the right coloration to be able to speculate on Nebius.”
Wix.Com: “I have a guy, Zach, upstairs, and he can duplicate whatever Wix does, and he comes at a fraction of the cost, and they charge $10 a thing. Just kidding, and Zach’s worth a lot more than than Wix.”
Carnival Corporation: “I like Carnival, it’s low multiple, but I think Viking is the one you can sail home in. And I think come sail away with Viking for the next five years.”
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