Illumina and SoFi are buys

SoFi technologies: “[CEO] Anthony Noto is doing a very good job there. To be honest, they were doing a secondary school. It crushed the stock. You know, the stock broke. People felt like they were injured when the second thing occurred and now I think it’s down. “

American outdoor brands: “I know it’s a gun game, but they have all these other brands that we really like. They are a kind of amalgam of brands. I don’t know. I don’t like to speculate ahead of the quarter, but they have a lot of great brands. “

Ollie’s Bargain Outlet Holdings: “It’s difficult because we know the last quarter was pretty weak, and [JPMorgan retail analyst Matthew Boss] I think – I didn’t talk to him about Ollies – to a quarter that couldn’t keep up with many other companies that had great quarters. … This is a very tough market. If it’s good, it won’t work. If it’s bad, then watch out. “

lighting: “Look, Illumina is a fantastic company. I’m not just saying this because we know [Dr. Scott Gottlieb] is on the board. Illumina is a winner. You have made a fantastic purchase. They are parts of gene sequencers. … I would buy the stock. “

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