XL Fleet: "It's electric vehicle. It's one of the better ones. The life cycle of these things are, once they go back down it takes a lot to catch fire. You have to wait for the quarter."
Foley Trasimene Acquisition Corp.: "We need to have them on. What can I say. I mean, you know, because — look, I'm a Workday guy. That's how I recommend in that space. ... I have to learn that story better."
InterDigital: "You know, it's interesting. It's always cheap and it does well. It's been growing ... It's a very good company. I like your idea."
AquaBounty Technologies: "This is one of the boutique companies I'd like to have on. ... It's interesting to me."
Tyson Foods: "It's a problematic story. I like Hormel."
Sensata Technologies: "It's very good. ... Doesn't get nearly enough talk about. It's just consistent and good."

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