DigitalOcean: “Look, this is in the right place. These are tools for developers. I’ve always liked these kinds of businesses. I think you’re in great shape. It’s a very high multiple stock, and that’s what’s causing the decline. ”
Vaxart: “You can speculate on that … but it hasn’t been a winner, and I don’t think that’s going to change.”
Gores Guggenheim: “No. I watched that. We were talking about it with the folks at the investment club. We got together and said, OK, just one more, one more, one more. not there. I am not supporting this group. I cannot. ”
ThredUp: “Convenience. Too many other companies are doing the exact same thing right now. If anything, your hope with ThredUp is for Macy’s to make a spinoff from their ecommerce then buy these guys. Otherwise, I say … no way out. ”
Nokia: “I actually got to know Nokia. I’ll tell you why I got used to it: because we’ve tried to shut down the Chinese in a lot of different telecom infrastructure, and it’s starting to play a role because people all over the world are a little fed up with them. repression. Repressive tactics do not go well with the democracies in which Nokia sells. I love them. ”
Delta Air Lines: “Delta is very interesting because I think you should buy some tomorrow and then buy more if omicron gets worse because Delta is a very good company and has become, apart from United, my favorite airline. ”
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