Foley Trasimene Acquisition Corp.: “There are so many of these things that it is very difficult to keep up with, and I don’t want you in them. We are done with this era. I think we have to let that stock fall … It is very difficult for investors.”
Peloton: “It had a great race and I’m moving on.”
Tellurian: “It’s an excellent $ 2 spec. I call it a call option. It’s almost a lottery ticket, but I don’t like to bet against [co-founder] Charif Souki. “
Palantir: “I don’t think it’s time to bend … You don’t bend until something goes down significantly enough to change your [cost] base. “
G1 Therapeutics: “These are actions that I never say no to anyone, as long as they recognize that it is a speculative action in their portfolio. It is not like having a Merck.”