Renewable Energy: "I say buy."
Altimeter Growth: "I think that one's actually a good one."
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Hercules Capital: "I'm going to look into that for you because it's got a 7% yield ... We will have to come back and analyze the balance sheet of them before I make a decision."
Affirm: "I was stunned yesterday when Apple said it might do buy now, pay later, then suddenly Affirm went down. I mean, Affirm is a good company, for heaven's sake. It's starting to really bug me ... I am a buyer at the $56 level."
Barrick Gold: "It's [CEO] Mark Bristow. It's really hostage to gold. Gold peaked. I like it. I think you should own it."

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