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Triton International Ltd: “I’m going to have to say, let’s take a pass on that one.”
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Baxter International Inc: “I’d rather see you in Dexcom.”
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A. O. Smith Corp: “A. O. Smith is the kind of company that makes stuff, does things, returns capital to shareholders. …. Yes.”
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Unity Software Inc: “Unity Software stinks.”
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BigBear.ai Holdings Inc: “How do I say, sell, sell, sell, sell, sell.”
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Bank of America Corp: “I think it can go much higher in this environment.”
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Palo Alto Networks Inc: “I’ve got to get in it.”
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