Honest Company: “I get the fascination with it. And when they make money, I will recommend it…I only want to recommend companies in 2025 that are making money.”
AppLovin: “I’m hate lovin’ AppLovin…This thing does not quit.”
Sportradar: “No, no. I like this company…I think you’re into something good. It’s speculative, but I like it.”
Wingstop: “Wingstop, when they reported last, did not give me an explanation about why they didn’t do well. And, so, therefore, I went off on them.”
Comfort Systems: “If you’ve got HVAC, it’s the thing.”
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