WEDNESDAY JUNE 26 I do a lot of work with neuro case. I’ll say this, if they can have something big the stock triples if they don’t it drifts down. I like that risk-reward but understand that it’s speculative. -On Cassava Sciences ($SAVA) I think it’s great. You know we own Danaher. Lantheus is terrific,…
WEDNESDAY JUNE 12 It’s a good story, not a great story. ARMM came public at the same time, I think it’s a better story. But I’d rather have you stick with something like a Broadcom, which is still cheap, and they had this remarkable run just this evening. -On Astera Labs ($ALAB) I’m not gonna…
TUESDAY JUNE 11 It’s a buy. It just come down all the way. I’m not worried all in all. I think it’s in great shape. -On DraftKings ($DKNG) I think Nextracker is terrific (Buy, Buy, Buy). We were gonna try to buy it for the capital trust, it just got away from us again. If it…