Platoon, Palantir, Tellurian and more



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Foley Trasimene Acquisition Corp .: “There are so many of these things that it’s very hard to follow, and I don’t want you to be there. We’re done with this era. I think we need to let them stock. go down … It’s damn too hard for investors. “

Peloton: “There was a big race and I’m moving on.”

Tellurian: “It’s a fantastic spec for $ 2. I call it a call option. It’s almost a lottery ticket, but I don’t like betting against it. [co-founder] Charif Souki. “

Palantir: “I don’t think this is the time to double down … You don’t double down until something has come down enough to change your [cost] based.”

G1 Therapeutics: “These are stocks that I never say no to anyone, as long as they recognize that it is the speculative stock in their portfolio. It’s not like owning a Merck.”

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