Aptiv: “I am concerned that many auto parts may be made in China, we don’t know…I would go with AutoZone.”
Recursion Pharmaceuticals: “…Now, I think, at five, it’s, it is worthwhile speculation.”
ZoomInfo: “Not enough specialty…Let’s pass on that.”
Super Micro Computer: “Accounting irregularities equal sell.”
Dow: “This is a tough one…If you don’t have growth, and you sell at 21 times earnings, you’re not going to be able to do anything.”
Reddit: “I think Reddit’s fabulous…I’m not a seller.”
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