Fair Isaac’s stock price performance year-to-date.
Fair Isaac Co., Ltd.: “This is a company that many people feel will be harmed by AI. I like this company, but I won’t go there because I don’t want to be in the crosshairs of any more companies that could be harmed by AI. It’s too painful.”
Clover Health Investments’ year-to-date stock performance.
Clover Health Investments: “You could say I wasn’t bullish enough on that. I look at how great United Health is and how great CVS is, and that’s certainly true spec-wise, but I like mine long-term.”
Vistra’s year-to-date stock performance.
Vistra: “It went up too much. It came down. I congratulate it. (Buy, buy, buy) It’s a falling knife. I know it’s only about 25% of the position, but it’s too low.”
Stryker’s stock price performance year-to-date.
striker: “I kept thinking there would be an integrator and Stryker would do the integration…and that didn’t happen…I thought they would work something out, but they haven’t done it yet.”
