RH: “I think that they are just getting started. I am not kidding. I think RH goes higher.”
Moody’s: “Moody’s is a buy, but I’ve got to tell you, as much as I like Moody’s, I like S&P Global more.”
Nvidia: “I want you to hold Nvidia and buy some if it comes under $700.”
Sports Entertainment Acquisition: “That’s Eric Grubman’s SPAC. Never bet against Grubman. He is a brilliant man. Maybe one of the most brilliant guests we’ve ever had.”
Chargepoint: “I think Chargepoint is very good, but it has three other competitors that we analyzed, and even though it is very, very good, the fact it has that many competitors makes it a very difficult stock to own.”
Spotify: “Stock’s come down, come down a lot. Management is terrific. I like them very much. I know the podcast area is crowded, but I’m going to say at these levels you want to buy Spotify.”
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