Roblox: “I think we’re OK. I think the last quarter, obviously, was not as good as we thought. Some people were thinking that it’s only a pandemic play. I think it’s going to snap back. I want you to hold on to it.”
Fast Acquisition: “Tilman Fertitta [is a] heavyweight. Want to be with him, not against him. I’m OK with it.”
Cassava Sciences: “This is a company trying to get people off of opioids, it’s one of their things … if they can succeed, it is worth double what it is. If it doesn’t, well, you know what, it’s not worth a lot, which is too hard for me. I don’t like things where it’s just all or none.”
Endeavor Group: “Full disclosure: I guess you can say I work for Endeavor, they’re my agent. I don’t understand the valuation of the company because they’ve got all cylinders going. If you broke it up, they’ve got a lot of good stuff … [CEO] Ari Emanuel’s a really smart guy and I think that betting against him at this level is just stupid.”
Western Digital: “Inexpensive stock. Too cheap. Like it. I also liked Micron, though, so we’ve got to be careful with my judgment.”