SoFi: "I am a buyer of [CEO] Anthony Noto. I think he does a great job. But candidly, he's also been my friend since 1995."
GoodRx: "I like GoodRx, the coupon business. But I've got to tell you, I just have this bad feeling. They're up against Amazon in some way, shape or form — or, at least, that's what the market thinks. That's more important because they really aren't, but people always fear Amazon. I'm going to say you have to stay away for now. ... It's got an Amazon issue."
Ashford Hospitality Trust: Sell
Williams-Sonoma: "It is amazing that that stock is going down. You are completely right. I don't think it should be going down. The problem is it's up 48%, and everybody is trying to nail down profits. But [CEO] Laura Alber is going a great job. I am a buyer, not a seller, of Williams-Sonoma."
Vizio: "People have given up on this company. I think it's wrong to give up on it. I still it expect it to come down a little bit more as people are in panic mode. Vizio, I say let it go to $18, maybe $17, and then I would [buy]."
C3 AI: "People don't even understand what the company does. ... Other people are bailing, so let's wait until they're done bailing and we can buy it lower."
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