Anthem: "I think if anything I would buy more of it. That's how much I like them."
Beyond Meat: "Call me a believer ... I think that this one is a winner longer term. Short term, obviously a loser."
Snowflake: "I want you to hold Snowflake ... because [CEO] Frank Slootman runs that company. I know it sells at 55 times sales, but I will tell you this, he will make money for you because that's what he does is make money. So please, don't dump it."
Tuscan Holdings: "You're going to be taking some pain."
Aflac: "Good insurance company. Not great, not bad."
Proto Labs: "I'll have to do some work."
United Microelectronics: "I think [it's a buy]."
Emergent Biosolutions: "Jimmy Chill is hard-pressed to be chill on that one. That's a disaster, and I'm being really, really nice .... I feel bad for JNJ that they ever decided to contract with them."
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