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Greenbrier Companies is a purchase

ThredUp: "Look, that's the kind of thing [that] used to work. An interesting growth clothing exchange. I'm just going to tell you [it's a no-go]. "

Asana: "There are 72,000 collaborating software companies. 72,000. Okay, not really, but there are a lot and I do not want them. They do not work."

Greenbrier Companies: "I've always liked that company. It's a company that makes things and does things that are valuable and we lack them. [railcars]. We do not have enough. I say [buy, buy, buy] because it's down. It should not be down. "

Hillenbrand: "Business machines, products. Perfect. I like it. Always have. 12 times earnings. Doing things, doing things. Dividends. Works."

Herc Holdings: "No, be here because I think it's going to be good. Same reason I like United Rentals. I'm a believer. It's the same reason I like Nucor ... "Stay with this one."

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