SoFi: “I am a purchaser of [CEO] Anthony Noto. I believe he does an excellent task. But openly, he’s likewise been my buddy because 1995.”
GoodRx: “I like GoodRx, the coupon business. But I’ve got to tell you, I just have this bad feeling. They’re up against Amazon in some way, shape or form — or, at least, that’s what the market thinks. That’s more important because they really aren’t, but people always fear Amazon. I’m going to say you have to stay away for now. … It’s got an Amazon issue.”
Ashford Hospitality Trust: Sell
Williams-Sonoma: “It is incredible that that stock is decreasing. You are totally right. I do not believe it must be decreasing. The issue is it’s up 48%, and everyone is attempting to pin down earnings. But [CEO] Laura Alber is going an excellent task. I am a purchaser, not a seller, of Williams-Sonoma.”
Vizio: “People have actually quit on this business. I believe it’s incorrect to quit on it. I still it anticipate it to come down a bit more as individuals remain in panic mode. Vizio, I state let it go to $18, possibly $17, and after that I would [buy].”
C3 AI: “People don’t even understand what the company does. … Other people are bailing, so let’s wait until they’re done bailing and we can buy it lower.”
