Meredith Corp.: “We’re not a buyer, Nick. What we see is that this is exactly what Warren Buffett was talking about. Some industries just went away.”
Nokia: “I want growth. I mean, tonight, you had Cirrus Logic [post] a great number. Skyworks Solutions had a great number. You’ve got 5G writ large with Skyworks. Let’s go with that.”
SunPower: “If I really want solar, I want Tesla.”
Rubicon Project: The better one is Trade Desk, but I don’t want to push Trade Desk because it’s about to report and if it does some number that’s bad, people will just say, ‘Oh, you idiot,’ but Trade Desk has been the way we’ve been doing it.”
Baidu: “See, I just want the best” and “I think we just stick with Alibaba.”
American Express: “I like Mastercard first, PayPal second, Visa third and American Express fourth. Sorry, it’s got too much travel and entertainment.”
Intel: “I don’t like Intel as much as Advanced Micro, AMD. I’d rather bank with [CEO] Lisa Su down here.”
