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Prudential Financial Inc: "The best insurer's Chubb, and that stock keeps going down. So as far as I'm concerned, we've got to stay away from the insurers."
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Arbor Realty Trust Inc: "I tend to be against these companies. ... Real estate finance is just a dicey business."
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BHP Group Ltd: "We do not buy a mineral and mining company going into a recession that's mandated by the Fed. ... I know it looks cheap, but we're not going there."
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Carnival Corp: "I say no to Carnival."
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Upstart Holdings Inc: "I think you have to sell it. ... I do not like it."
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Vertical Aerospace Ltd: "That company's losing money. [Sell]."
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Iron Mountain Inc: "I say, buy."
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