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Mission Produce Inc: “I want you to be very careful with that.”
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AmerisourceBergen Corp: “They are a very inexpensive, terrific, profitable company that I like very much.”
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Funko Inc: “Many of us were confounded that the stock went down as low as it did.”
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AECOM: “This is a tremendous infrastructure play. … I think you should buy it.”
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Affirm Holdings Inc: “We have to hear if they have some secret weapon. … Let’s learn more when they report [their quarterly earnings].”
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McKesson Corp: “Really, really well-run company.”
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Black Knight Inc: “There are a lot of stocks in the arbitrage world that are getting hit. … These guys are getting hurt.”
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