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Roblox: “I think we’re fine. I think the last quarter, obviously, wasn’t as good as we thought it was. Some people thought it was just a pandemic game. I think it’s okay. go back. I want you to hold it back. “
Quick acquisition: “Tilman Fertitta [is a] heavy weights. I want to be with him, not against him. I agree with that.”
Cassava Sciences: “It’s a company that tries to keep people away from opioids, that’s one of their things… if they can be successful, it’s worth double what it is. it’s not worth much, which is too hard for me. I don’t like all or nothing things. “
Endeavor Group: “Full Disclosure: I guess you can tell I work for Endeavor, he’s my agent. I don’t understand the company’s assessment because they have all the cylinders running. I have lots of good things … [CEO] Ari Emanuel is a really smart guy and I think betting against him at this level is just plain stupid. “
Western Digital: “Cheap stock. Too cheap. I like it. I liked Micron too, so we have to be careful with my judgment.”
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