Zuora is not a purchase

23andMe Holding Co: “At $2, I’m ready to buy the lottery ticket. But make no mistake, it’s a lottery ticket.”

NIO Inc: “I don’t like buying any of these Chinese stocks. … Let’s move on.”

Mirati Therapeutics Inc: “Understand that you can lose anything you put in. But as a pure spec, I think that’s a good one.”

Zuora Inc: “Zuora is losing money. … This does not meet our criteria of what you should own.”

Blue Owl Capital Inc: “I have enough problems with major league banks. I don’t need to mess around with minor league banks.”

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