Illumina and SoFi are purchases

SoFi technology: “[CEO] Anthony Noto is doing a very good job there. Frankly, they did something secondary. I crushed the inventory. The inventory you know has popped out. When the secondary broke out, people felt hurt by it, and now I think it’s bottomed out. ”

American outdoor brand: “I know it’s a shootout, but they have all the other brands we really like. They’re a kind of brand fusion. I don’t know. That’s a bad story. I don’t think it’s here. I don’t like to guess before the quarter, but they have a lot of great brands. ”

OLAP Bargain Outlet Holdings: “This is a difficult issue as we know it was pretty weak last quarter. [JPMorgan retail analyst Matthew Boss] I believe I haven’t told him about Ollie, but it was a quarter that was incompatible with many other companies that had a great quarter. … this is a very tough market. If it’s okay, it won’t go up. Please be careful if it is bad. ”

Illumina: “Look, Illumina is a great company. I’m not just saying that because we know [Dr. Scott Gottlieb] It’s on the board. Illumina is the winner. They made a great acquisition. They are part of the genetic sequencer. .. .. .. I will buy stock. ”

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Illumina and SoFi are purchases

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