Figs Inc.: “I think it's kind of interesting, to tell you the truth. I think it's just kind of an interesting idea. It's a little quirky, but so is Crocs. I'll go for it in the same way I went for Crocs.”
Indie Semiconductor: “I like that, it's an automobile semi. But I have to tell you, I'm going to see that and tell you that I think [ON Semiconductor] is even better. That's the one you should be in.”
MP Materials Corp.: “Look, people desperately want a rare-earth play. It is the rare-earth play. It's kind of a diamond in the rough. It's got some great facilities left over from previous management, but it's still needs to do more, and it needs to be able to get away from China.”
Veritiv Corporation: “You know, it is. It's good. I like it more than International Paper. It's a good packaging company. Now, it's had a very, very big run. It's up 400%, so let's be careful, but it's a good company.”
AppHarvest: “I burned so many younger people when I had them on. I mean, it was just a feel-good story. But … it's actually a learning lesson for me that just because it's a feel-good story doesn't mean it can't go down 65% and … that's exactly what it did because it may not be as viable as I thought.”
VTEX: “I don't know them. … I got to learn more about them.”
XL Fleet: “Once again, just like AppHarvest, I had them on. Did I savage them and make them bleed? No. I had them tell the story. I said the story sounded OK. It wasn't OK, and it's hurt a lot of people. Let's beat these in my head: AppHarvest and XL Fleet were two that I had them on. I should've said, you know what guys, I don't think you have it, and I didn't.”
Celanese Corp: “Price is going up and up and up, and … I saw a really good piece by Frank Mitsch from Fermium the other day. That's a winner, and it's still very inexpensive.”
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