Fiserv: “I think they’re one of the greatest fintechs…You are doing really well.”
Sempra: “It was a bad quarter…There are several things that are definite misses. It does deserve to trade lower.”
Rigetti Computing: “I think it’s a meme stock…It is not trading on the fundamentals.”
Recursion Pharmaceuticals: “We’re going to have to hold off.”
ONEOK: “I think ONEOK may be the best-run pipeline company in the country, and I think you should own it.”
Super Micro Computer: “There are still remedies that are needed. Until all the remedies happen, I am not going to approve it.”
Farmland Partners: “I kind of like the idea as a spec.”
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