Jumia Technologies: "I like this idea ... I say it is a good spec."
FibroGen: "I like the idea, as long as you put it in your total speculative column."
Nio: "This thing did take off. I admit that I was late to the party on this one. ... And I think it does go higher."
Sabre: "I do not want to be in there."
Crowdstrike: "I love Crowdstrik. I think it's one of the absolute best. You hold on to it for multi-years, mabye three to five."