Marriott Vacations Worldwide: “We had them on last week. I thought they told a pretty good story. I think the time-share business is actually a good one. Look, am I jumping up and down about anything involving hospitality and leisure? No,” but it provides an interesting post-pandemic opportunity.”
ZoomInfo Technologies: “I like any company that makes sales easier and better and that’s one of them.”
H&R Block: “I’ve got 4 million reasons why not …. We like Intuit.”
Ulta Beauty: “I am all in. I think [CEO] Mary Dillon is doing a great job. Yes, buy Ulta.”
Workhorse Group: “I have to do work on it.”
