ThredUp: “See, that is the sort of stuff [that] used to work. An attention-grabbing development clothes change. I’ve simply go to let you know [it’s a no-go].”
Asana: “There are 72,000 collaborative software program firms. 72,000. Now, OK, probably not, however there is a bunch, and I do not need them. They are not working.”
Greenbrier Companies: “I’ve all the time appreciated that firm. That is an organization that makes issues and does stuff that is beneficial, and we’re brief these [railcars]. We do not have sufficient. I say [buy, buy, buy] as a result of it is down. It should not be down.”
Hillenbrand: “Enterprise machines, merchandise. Good. I prefer it. At all times have. 12 occasions earnings. Makes issues, does stuff. Dividend. Works.”
Herc Holdings: “No, be right here as a result of I believe it will be good. Similar purpose why I like United Leases. I’m a believer. It is the identical purpose I like Nucor. … Stick with this one.”
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