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Saturday, January 22, 2022

I feel Chegg is a purchase right here

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Matterport: “3D digital camera, all people loves 3D. I’ve by no means made any cash on 3D. I’ll should take a giant cross since that is inventory already moved an excessive amount of.”

Oscar Well being: “Oh geez. No. Typically you want what I name a raison d’être … and I see no raison d’être for this medical health insurance firm. We have sufficient medical health insurance firms. We have all we want. I do know that sounds callous, however we do not want these guys. Sorry.”

Lemonade: “, it is a good firm. I ought to say this about Oscar too. These are good firms. Oscar’s obtained nice information. Lemonade has obtained some terrific pricing, however that does not make for an ideal inventory, and that is the issue. Oscar is a good firm, not an ideal inventory. Lemonade is a good firm, not an ideal inventory. I train on this [CNBC Investing Club] that there is a distinction, and most of the people do not appear to know the distinction, so we’ve to show.”

BioNano Genomics: “There’s not a lot there, and you understand what, it is a good spec. I really like [CRISPR Therapeutics]. I do. I am not towards the genomics. I like CRISPR.”

Bristol Myers Squibb: “My charitable belief bought it about 10 factors in the past, and the explanation we did was we simply did not say, I do not need to say pleasure. That is fallacious. However we simply did not see sufficient to advantage that funding over others we felt within the drug group. I felt it when it was at 2.8% [dividend yield]. At 3.59%, I am with you, sir. … You do not need to promote Bristol at 3.59% yield.”

Chegg: “I’ll exit on a limb … I feel Chegg is definitely a purchase right here, OK? I feel it is come down sufficient.”

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