Roblox: “It’s just a great long-term story. I waffle over how expensive it is, but, boy, is it a great story.”
Global Payments: “This is a very good company, Global Payments. I’m recommending it. It is a very good company. I would be a buyer.”
Stryker: “Stryker’s an excellent company. I like the device business very much. I happen to like Medtronic more than Stryker, but that’s a good one.”
Stem Inc: “We looked into Stem. It’s an energy storage company. We liked it. We thought it was pretty proprietary.”
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