Foley Trasimene Acquisition Corp .: “There are so many of these things that it’s very difficult to keep track of and I don’t want you to. We’ve ended this era. investors “.
Peloton: “He’s had a great career and I’m moving on.”
Tellurian: “It’s a great $ 2 spec. I call it a call option. It’s almost a lottery ticket, but I don’t like to bet on it. [co-founder] Charif Souki “.
Palantir: “I don’t think it’s time to bend … Don’t bend until something has dropped significantly enough to change it [cost] base “.
G1 Therapeutics: “These are stocks I never say no to anyone, as long as they recognize that they are the speculative stocks in their portfolio. It’s not like owning a Merck.”