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23andMe Holding Co: “At $2, I’m willing to buy the lottery ticket. But make no mistake about it, it is a lottery ticket.”
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NIO Inc: “I don’t like to buy any of these Chinese stocks. … Let’s move on.”
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Mirati Therapeutics Inc: “Understand that you can lose all that you put in. But as a pure spec, I think it’s a good one.”
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Johnson Controls International PLC: “I think this one works, but right now, people feel they’re going to miss the quarter. I don’t think they are.”
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Zuora Inc: “Zuora’s losing money. … It does not fit our criteria of what you should own.”
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Golden Ocean Group Ltd: “I’m always suspicious when I see that high a yield, and I always pass. Always.”
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Blue Owl Capital Inc: “I’ve got enough problems with major league banks. I do not need to fool around with minor league banks.”
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