Illumina and SoFi are purchased

SoFi technology:”[CEO] Anthony Noto is doing a great job there. Honestly, they did a minor thing. It crushes the stock. You know, stocks went up. People felt like they were hurt by it when the secondary crash happened, and now I think it’s bottomed out. ”

American outdoor brand: “I know it’s a gun game, but they have all the other brands that we really like. They’re a mix of brands. I don’t know. I don’t think the story is that bad. here. I don’t like pre-quarter speculation, but they have a lot of great brands.”

Ollie’s Bargain Outlet Holdings: “It was a tough round because we knew that the previous quarter was pretty weak, and [JPMorgan retail analyst Matthew Boss] is reacting I believe – I haven’t talked to him about Ollie – to a quarter not worth beating with many other companies having great quarters. … This is a very tough market. If it’s good, it doesn’t go up. If it’s bad, then watch out. ”

Illumina: “Look, Illumina is a great company. I’m not just saying that because we know [Dr. Scott Gottlieb] is on the board. Illumina is a winner. They have made a great acquisition. They are gene sequence parts. … I will buy shares. ”

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