Applied materials: “I love the quarter. Don’t get me wrong. It can be bought, especially with today’s Micron rallies. I have to tell you I think this quarter was great and the people who sold the shares I didn’t really know what he was doing. ”
Coinbase Global: “I think Coinbase is cheap. I don’t really care about management, because I think they left a lot of stocks when they started. I was against it. They should have been buyers, not sellers. I think the list goes go very, very wrong. I think the company is the natural repository of cryptography. I’ll say that too, but I have Ethereum directly. I think you should have up to 5% of your portfolio in cryptography. a believer in cryptography. ”
Match Group: “I don’t think the quarter was as bad as the sellers said, and I think the company is worth it. Maybe what we need to do is review it again, but I think everything we’ve said about I do – and we’ve liked it for a long time – I repeat, I like it a lot, but don’t forget I like Bumble too. ”
Royalty Pharma: “What does this stock under $ 40 do? I was thinking about making a segment of that stock, because it’s so cheap than what I’m seeing in the real field. They have a lot of stock and you should buy.”
Mitek Systems: “The volume is very low. The fact that the company does it incredibly well matters to me. I think it’s a purchase. I don’t understand why anyone hasn’t come to this company anymore.”