Foley Trasimene Acquisition Corp .: “There are so many of these things that are very hard to keep track of, and I don’t want you in them. We’re done with that era. is too difficult for investors. “
Peloton: “It has had a big flight and I will continue.”
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 [co-founder] Charif Souki. “
Palantir: I don’t think now is the time to double down … You don’t double until something has fallen significantly enough to make you [cost] base.”
G1 Therapeutics: “These are stocks that I never tell anyone, provided they recognize that they are the speculative stocks in their portfolio. It’s not like owning a Merck.”