Coinbase is not a purchase
Certara Inc: “They’re not bad. They’re actually not losing money. … I think that’s a great spec, and I don’t usually say that.”
Melco Resorts & Entertainment Ltd: “It’s a nice specification of the idea that Covid is going to be beaten, but I don’t like the gambling group because man, it’s been a house of pain.”
GSK Plc: “I mean the spin-off is terrible, they did a terrible job. … That company is ill-informed. That̵[ads1]7;s something I like to say when I don’t like them.”
Skechers USA Inc: “The stock is what I call erratic and has been for quite some time.”
Cricut Inc: “I think it’s still too high on a price-to-earnings basis… At $8, I’ll take the guess work.”