Lam Research: “This stock’s had an unbelievable run. Fantastic run. We did sell it for … my charitable trust because it had too much of a run. On a pullback,” but it.
Brown & Brown: “They’re doing fantastically. Risk management. That is a great business to be in right now.”
Freshpet: “It is doing so well and it is not done.”
Arista Networks: “I don’t know. The last quarter wasn’t so great and Cisco’s gunning for them, but — I mean I guess I can make a case for it, but there’s better fish to fry, so to speak.”
SmileDirectClub: “Battleground. Don’t get me into that no-man’s land. I can do without that.”
Source: Business - cnbc.com
