Moderna: "I'm a believer."
MindMed: "I like MindMed...Anything that makes it so that there's ways to be able to get rid of pain and do good without getting people hooked, I am all in on. Doesn't necessarily mean it will make a lot of money, I don't care. I think that people have to recognize this is an unmet need, and it will make money in the end."
Modine Manufacturing: "That kind of metal-bending industrial company is precisely what's working here [buy, buy, buy!]."
AMETEK: "[buy, buy, buy!] Absolutely terrific company."
Hertz: "I don't want you to sell, and I don't want you to double down...Let's just see if it can't go higher."
Palantir: "The quarters are uneven."
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