ArcBest: “I like trucking. I like ArcBest, but you know what, we did this really good comparison last night between Union Pacific and CSX, and Union Pacific’s intermodal business is really good. for diversification.
Roblox: “We welcome young people. Now, here’s the problem with Roblox: it’s good for you… not good for many others. It’s because since the Fed changed its mind in November, the market is too angry to like these long term [growth stocks], but it’s OK for you. You have your whole life ahead of you. You should be a Roblox buyer because it’s a great company.”
Ulta Beauty: “I think Ulta is turning out the lights. I think Dave Kimbell is doing a fantastic job. I think Ulta is one of the retailers I want to own in stages – $315, then maybe $300 buy some. They’re doing really well.”
Jazz Pharmaceuticals: “I liked Jazz at one time, but Jazz is…a very cheap company. I have to reopen why it’s so cheap because holy cow, something is wrong there, so let me come back.”
Callon Petroleum: “No, you haven’t done anything yet. Callon is real. I think you have more room, more upside room. You stay that long.”
Zynga: “This one’s over. I mean, Take-Two [Interactive] is buying it. There is a consolidation going on in this industry. It’s incredible. And by the way, last night on Microsoft’s call, you could see why they’re buying Activision Blizzard. It’s gonna make so much sense. Buy Microsoft.”
The New York Times Company: “I happen to like this CEO [Meredith Kopit Levien]. She is sensational. I would like her to talk to me. As much as I love Athletic, they overpaid. … The New York Times is a big company, but they paid a little too much for it and it really hurt the valuation. I’m sorry because I think it’s a fantastic product, both.”
F5: “These are the guys who basically control the ‘red light, green light internet superhighway’, but they had a supply problem, and there’s no room for error in a business anymore technology.”
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