Academy Sports and Outdoors: “Even after the big run, I think it’s still inexpensive. I would be a buyer of this stock.”
Poshmark: “I do like Poshmark. I do like what they’re doing with trying to recycle clothing. I think it’s a great idea. I guess people just, it’s gone totally out of style. I think [CEO Manish Chandra] does a good job. I would hold onto it.”
C3ai: “[CEO] Tom Siebel is such a money maker. I totally understand why you would feel like you just have to own the stock. There are so many companies in that area and they are so cutthroat, but I can’t tell you to sell this thing down 68%. At this point I think you have to hold onto it.”
Sea Ltd: “You bet [I still love it]. That company is on fire. That is basically the Amazon meets PayPal, everything, of Southeast Asia. We have liked it from the beginning. I could not believe that last quarter. It was incredible.”
ContextLogic: “I’m not throwing any love to you that way. When you wish upon a bad stock. That one is just no. We’re not going to go there.”
