Roblox: "I think we're OK. I think the last quarter, obviously, was not as good as we thought. Some people were thinking that it's only a pandemic play. I think it's going to snap back. I want you to hold on to it."
Fast Acquisition: "Tilman Fertitta [is a] heavyweight. Want to be with him, not against him. I'm OK with it."
Cassava Sciences: "This is a company trying to get people off of opioids, it's one of their things ... if they can succeed, it is worth double what it is. If it doesn't, well, you know what, it's not worth a lot, which is too hard for me. I don't like things where it's just all or none."
Endeavor Group: "Full disclosure: I guess you can say I work for Endeavor, they're my agent. I don't understand the valuation of the company because they've got all cylinders going. If you broke it up, they've got a lot of good stuff ... [CEO] Ari Emanuel's a really smart guy and I think that betting against him at this level is just stupid."
Western Digital: "Inexpensive stock. Too cheap. Like it. I also liked Micron, though, so we've got to be careful with my judgment."
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