HubSpot: “HubSpot is what I call a red hot. It’s one of the hottest stocks in the market. It does Salesforce-like marketing. I’d rather see you in Salesforce — more seasoned, better, not as high multiple.”
Thoughtworks Holding: “Thoughtworks, what happens to me is I say, ‘OK, well that looks a little like Autodesk. I’ve been with some people from Autodesk. It is really well run. I like that one very much.”
Old Republic International: “What can I say. Don’t wonder and start buying. It’s the kind of stock I really like. It’s got almost 4% yield. It’s in a good business. I don’t know, someone is going to take it over one day.”
Vishay Intertechnology: “I’ve always liked Vishay. … I like Vishay.”
QuantumScape: “I don’t know. There’s real competition in that battery space, I mean like real competition. Let’s be a little careful out there.”
Genworth Financial: “You understand what’s going to occur with it, I believe it’s going to be not terrific, and I would [ring the register].”
dMY Technology Group III Inc: “It’s a blank-check company. I don’t know. This is a mystery wrapped in an enigma, and I cannot opine on that because it’s just too darn crazy.”
Cue Health: “I’m worried about this. I’m worried about this, and not just because it goes down every day, but periodically it’s a meme stock, and that is not for me. I am not a ‘meme-ist.'”
