Box: "I don't understand. [CEO] Aaron Levie is so good, the stock cannot get out of its way. I'm not giving up on Aaron Levie. I think he's the real deal, but at $18 you've got to wait for the next full quarter, which is not going to be on March 2nd, before you see anything go on. So, you're going to be cool on you heels."
Aspen Aerogels: "Well that's good because it's a housing play and we have a polar vortex going on, sir. There will be more insulation bought this weekend at Home Depot than we've seen in ages. It's at a $52 week high and it is not done because it happens to be very small and we need situations like that to invest in."
Cummins: "Cummins is my choice for an industrial."
Poshmark: "Poshmark is a very expensive stock. They have to deliver. ... I'm not going to give up on Poshmark, but it is more expensive than" Stitch Fix.
Ocugen: "You're rolling the dice on that one. ... I do think that this is a company that is too expensive."
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