I’ll give you two animals. I’ll give you Frog and Datadog. Both that turned out to be too expensive. I would be a seller of almost all of the enterprise software companies right here. They are not where to be, they are yesteryear -On JFrog ($FROG)
like GM very much, it’s inexpensive (Buy, Buy, Buy), i think you’re in good shape there -On General Motors ($GM)
Yeah it has ups and downs. That’s why if you want an insurance business, I’m gonna say Progressive. I think Progressive is better -On Travelers ($TRV)
I like Uber here. I think Uber is well below. It’s high. I think you buy some now, and you buy some a little bit lower, and that’ll do it -On Uber ($UBER)
If you have to own one, it’s gonna be Alibaba. That is the one that has the most American-like financials. I’m not a fan of Chinese stocks but BABA is the one to own if you want to go there -On Alibaba ($BABA)
If you have to own one, it’s gonna be Alibaba. That is the one that has the most American-like financials. I’m not a fan of Chinese stocks but BABA is the one to own if you want to go there -On Alibaba ($BABA)
I like Visa very much here. I like that settlement that was announced today. It’s gonna clear their heads a little bit. Visa is too close to its all-time high. If it comes a little, I’ll be a buyer -On Visa ($V)
I like AMD here. I think it has been in the penalty box long enough that I’m in the Nvidia land but I haven’t lost sight that Lisa Su is one of the greatest managers of all time. It’s time for me to think can I own both for my capital trust, Nvidia and AMD? I think I can.
-On Advanced Micro ($AMD)
It’s going higher. Blackrock is the distinguishing event. It is the great financial repository for our nation, and you should own it. It is still inexpensive, great call by you -On Blackrock ($BLK)
Workday, Salesforce, and ServiceNow are the three that have the models I like. They are true platform companies. We are behind them all the way. You’ve got three winners there -On Workday ($WDAY)
My stepson works at Zoom. It’s such a great company. Eric Yuan is such a fabulous CEO. But I don’t know how it keeps on going, and it drives me crazy. Sometimes you want the good guys to really win, and I can’t think of a thesis to have it happen -On Zoom Video ($ZM)
I think the reason why it sells on a lower multiple on all the stock is the geopolitical risk. Which I think is overstated at the moment, given the fact that China seems a little less inclined to take offensive action. It is a great company, what can I say -On Taiwan Semi ($TSM)
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