Global Net Lease: "...We don't really know what they own. I never recommend these stocks...I'm not recommending this one."
Magnite: "It's caught my eye, too...I think you've got an interesting stock here."
Roku: "You are in the house of pain, and I've got to tell you, I don't think the door is going to open and let you out soon...The forces of improvement are weighing on Roku, and I don't want to be there."
Dream Finders Homes: "This is a company that's a home builder, frankly, and I prefer Toll Brothers and then Lennar. But they're all doing well. You won't get hurt by this one."
Applied Materials: "You want to own Applied, and you want to own Lam Research."
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