ThredUp: “See, that’s the kind of stuff [that] used to work. An interesting growth clothing exchange. I’ve just go to tell you [it’s a no-go].”

Asana: “There are 72,000 collaborative software companies. 72,000. Now, OK, not really, but there’s a bunch, and I don’t want them. They’re not working.”

Greenbrier Companies: “I’ve always liked that company. That’s a company that makes things and does stuff that’s valuable, and we are short those [railcars]. We don’t have enough. I say [buy, buy, buy] because it’s down. It shouldn’t be down.”

Hillenbrand: “Business machines, products. Perfect. I like it. Always have. 12 times earnings. Makes things, does stuff. Dividend. Works.”

Herc Holdings: “No, be here because I think it’s going to be good. Same reason why I like United Rentals. I am a believer. It’s the same reason I like Nucor. … Stay with this one.”

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