Wednesday, June 12, 2024
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I nonetheless imagine in Cleveland-Cliffs

Schrodinger: “I do not know. It appears low sufficient. I do know the Invoice and Melinda Gates Basis personal it, however the issue is Cathie Wooden owns it [for] ARK. When issues are good, that is implausible. When issues are dangerous, it is actual dangerous. Proper now, possibly go barely. Take a small place if you wish to.”

Digital Turbine: “It is one other a type of artistic video conditions. I obtained like 70 of them. No less than it makes cash. However there’s simply too a lot of them. That is my large theme that I’ve needed to say since November and gotten a bit of extra, for instance, boisterous about it. There’s simply too many of those, and nobody can maintain monitor of them anymore, so that they promote them.”

AGNC Investment Corp.: “Mortgage-backed safety firm that has an enormous yield that does nothing. That is what it is had since I began the present. That is what it continues to be, and I do not need you in it. I feel it is best to promote, promote, promote.”

Weber: “I really useful this. And Traeger, I imply there’s like 5 barbecue firms now. I do not know. I’m shocked that it is this low. It is a actually, actually good firm, and it makes some huge cash, and it is very cheap, but it surely has no catalyst.”

Cleveland-Cliffs: “I used to be going over this firm with Matt Horween, my writing associate, and we have been each shocked it may very well be this low. Clearly, the estimates are too excessive. Clearly, there are people who find themselves goin to say it has a excessive a number of as a result of the numbers are too excessive. I nonetheless imagine within the firm.”

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