Vertiv Holdings: “Sure, completely. I really like the corporate. I just like the trade type. I really like the truth that Dave Cote continues to be the chairman. You have got a winner there.”
Paysafe: “I do not know the way the hell this were given down this low. … Rely me a purchaser, now not a dealer. I imply, it is shedding cash, however now not shedding cash give up fist.”
Alteryx: “That is an instance once more of a inventory that does not are compatible what I stated would paintings in 2022 after I did my Making an investment Membership name, which is that an organization that I actually like that is shedding some huge cash, that has actually knowledge garage retrieval trade —Alteryx — its inventory cannot paintings right here. I do know that sounds so dangerous that I say it cannot paintings, however I have been sticking by way of my weapons about that … and I am not converting my thoughts.”
Matterport: “We had a query from a viewer. Virtual scan, 3-D, we adore 3-D however once more keep in mind, [Matterport is] now not making any cash. If it is not making any cash, it can not move up on this setting.”
Scotts Miracle-Gro: “I really like this inventory. I believe that is going to be a really perfect inventory for the spring. I believe gardening goes to be again once more. Who knew that we would nonetheless be with Covid? And it does smartly throughout gardening season, so I am a purchaser.”
Guardant Well being: “They are simply shedding cash give up fist … and due to this fact, it may not paintings. I do know after I say it do not paintings that sounds so callous, however I’m going again to the December membership assembly after I stated you’ll’t personal them anymore.”
Business Table: “This can be a nice corporate. We’ve had [CEO] Jeff Inexperienced on a host of instances, but it surely sells at 100 instances profits. We’ve been announcing if it is greater than 50 instances profits and it is not Snowflake, we do not wish to counsel. Why Snowflake? As a result of they actually are doing smartly sufficient to have that roughly more than one.”
Enovix: “As a result of it is lithium batteries, I will do extra paintings on it. Lithium, the ones shares are not running at the moment both, however I wish to do extra paintings on it, and I will come again to you.”
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