Virgin Galactic: "I think that this is one of those great speculative stocks of all time. I mean, you're either going to get like $50 or you're going to get like $10. I like those odds."
Kingsoft Cloud: "Kingsoft is a Chinese company and I don't really like a lot of Chinese companies, other than Alibaba."
Fastly: "I think Fastly is a really unbelievable company. Now, I wish the stock hadn't run so much, but we had them on and I was kind of blown away by about how they're democratizing the internet. I like that company very much."
United States Steel: "They've got that bad balance sheet and there's no coming back from a bad balance sheet in this market. I'm not going to tell you to sell it because it's all the way down there, but we want to buy those high-quality companies."
Anheuser-Busch: "You don't want Anheuser-Busch. … You can own Boston Beer."
ZoomInfo Technologies: "ZoomInfo's good. I need to buy more of it. I need some really, really good companies. I think you've got horse sense."e
Shopify: "You're the only person on earth that is not up on Shopify at this very moment. Now here's what I want you to do: Shopify is the second-largest platform for business in this country.
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