Vicor’s year-to-date stock performance.
: “If you superimpose a chart of Vicor on top of 100 other stocks that are somewhat data center-centric, you’ll see the same chart. This is because it’s a disaggregated chart, and the multiples are typically between 25 and 50. So I can’t recommend the stock until it’s at a 25x multiple.”
SharkNinja’s year-to-date stock performance.
shark ninja: “I think you have to pull the trigger here to buy something. It’s such a huge company. It’s doing so many things right. I think it’s a great company.”
Costco’s stock price performance year-to-date.
costco: “I just received a $30 special dividend on a stock I bought. And to anyone who thought for a moment that it might be overvalued, bummer. I’m glad my charitable trust kept it. This is a buy.”
Sezzle’s year-to-date stock performance.
: “Because of what you said, and what you said was revolutionary, I say Ben Storr and I are going to discuss this, because there’s only one more company in this category and I don’t feel there’s a reason for me to recommend it.”
