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Harley-Davidson Inc: “We’re going to have to take a pass on it. … Even though it’s cheap, it’s not what we want.”
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Talos Energy Inc: “It’s a little small for me, but it’ll do the job. … I think you’ll do fine in that one.”
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AT&T Inc: “AT&T is making a comeback. … You can ride it for a couple points, not more than that.”
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Jumia Technologies AG: “It’s too dangerous. … We’ve got to stick together and high-grade our portfolios.”
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Snowflake Inc: “If you take a view for a Snowflake, if you take a view for a DoorDash, if you take a view for an Airbnb, then you’re not going to look at it for the next two years, then you can start buying Snowflake tomorrow morning.”
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GoodYear Tire & Rubber Co: “Really bad previous quarter, better quarter this quarter, that’s why it sells where it is. … People do not have faith in [CEO Rich Kramer].”
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Huntington Ingalls Industries Inc: “I’ve always liked them.”
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