MGM: "I really feel strongly that, because the Chinese are coming by so strong, you've got to be in Wynn."
Vroom: "I like two in that space. I like Lithia Motors ... and I like Carvana, and I'm not going beyond those two."
Tattooed Chef: "I think there are too many companies in this area. ... I'm going to hold off. I think that, maybe, the easy money has been made."
Shift4 Payments: "I don't know them. ... I've got to do some work on Shift4."
Texas Instruments: "I love Texas Instruments."
Draftkings: "Disclosure: I do some work with them. ... I think gambling in this country is going to be gigantic and there are only two real players: it is these guys and Penn Nat."
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