Clover Health Investments: "I'm going to send you from Clover Health right over to Centene because we like [CEO] Michael Neidorff. Very similar business."
Nio: "Chinese electric vehicles, but you know what, I am in the Tesla camp and I'm not going."
Bionano Genomics: "We've got to get this company on. I mean, this thing is up like a spike, and I happen to love all these speculative biotechs, but I've got to do more work>"
GoodRx: "I think [co-founder and co-CEO] Doug Hirsch is terrific. That stock got hit by an Amazon, basically, a press release. I think that he's going to have a great quarter. I like it very much."
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