Greenbrier Companies is a purchase
ThredUp: “Look, that’s the thing [that] used to work. An interesting growth clothing exchange. I’m just gone to tell you [it’s a no-go]. “
Asana: “There are 72,000 collaborating software companies. 72,000. Well, OK, not really, but it’s a bunch, and I do not want them. They do not work.”
Greenbrier Companies: “I’ve always liked that company. It’s a company that makes things and does things that are valuable, and we have short the [railcars]. We do not have enough. I say [buy, buy, buy] because it̵[ads1]7;s down. It should not be down. ”
Hillenbrand: “Business machines, products. Perfect. I like it. Always have. 12 times earnings. Makes things, does things. Dividends. Works.”
Herc Holdings: “No, stay here because I think it’s going to be good. Same reason I like United Rentals. I’m a believer. It’s the same reason I like Nucor. … Join this one.”
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