ArcBest: “I really like trucking. I really like ArcBest, however what, we did that in reality excellent examine closing evening of Union Pacific as opposed to CSX, and Union Pacific’s intermodal industry is in reality excellent. I might quite cross with diversification.”
Roblox: “We are getting younger folks in. Now this is the issue with Roblox: It is excellent for you … no longer excellent for a large number of others. That is as a result of ever because the Fed modified its music again in November, the marketplace is simply too offended to love those long-term [growth stocks], however it is OK for you. You have got all of your lifestyles forward of you. You must be a purchaser of Roblox as a result of it is a nice corporate.”
Ulta Attractiveness: “I feel Ulta is capturing the lighting out. I feel Dave Kimbell is doing an implausible process. I feel Ulta is among the shops that I need to personal down in steps — $315, then possibly $300 select some up. They are in reality doing neatly.”
Jazz Prescription drugs: “I preferred Jazz at one time, however Jazz is … an excessively affordable corporate. I’ve to reopen why it is so affordable as a result of holy cow, one thing isn’t proper there, so let me come again.”
Callon Petroleum: “No, you have not made anything else but. Callon is actual. I feel you have got extra space, extra space at the upside. You keep lengthy that.”
Zynga: “That one is over. I imply, Take-Two [Interactive] is purchasing it. There is consolidation occurring on this business. It is fantastic. And by way of the way in which, closing evening at the Microsoft name, it’s good to see why they are purchasing Activision Snowfall. It is going to make such a lot sense. Purchase Microsoft.”
The New York Occasions Corporate: “I occur to love that CEO [Meredith Kopit Levien]. She’s sensational. I want she talked to me. Up to I just like the Athletic, she overpaid. … The New York Occasions is a brilliant corporate, however they paid a little bit an excessive amount of for that and that has in reality harm the valuation. I’m sorry as a result of I feel it is an implausible product, either one of them.”
F5: “That is the fellows who regulate principally the ‘purple gentle, inexperienced gentle web freeway,’ however they did have a provide downside, and there is no room for errors anymore in any generation corporate.”
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