Marathon Digital: "These are all Bitcoin plays...I say if you want to own Bitcoin, you should own Bitcoin."
Walgreens: "...We are going to wait another quarter, but we do think that it's coming near to where it is bottoming."
First Watch Restaurant Group: "I do not know First Watch."
Zoominfo: "I'm just so torn...I don't know what gets it going, and it drives me crazy. Sometimes you want the good guys to win, and I can't think of a thesis."
Anheuser-Busch: "I like BUD, I like TAP, I like Constellation Brands, but people don't seem to like the beer companies. So I say, look, we own Constellation for the Charitable Trust, that's the one I would go with."
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