
08:15
What is your favorite way to hedge??

08:51
Forgot to say good morning to you and everyone else!

14:15
How much time do spend watching CNBC? Is there a specific speaker that you find is spot on?

29:06
Please wear a T-Shirt next time!

31:34
Any comment on Schrodinger ($SDGR)?

32:53
Thank you

36:57
When do you think ad dollars return to PINS and SNAP. Are they worth adding to at these levels?

37:42
Do you perceive Square to be outperforming PayPal/Venmo?

38:17
Everyone I know is using Venmo only...especially young people.

41:42
Do you believe Slack to be outdoing, or even competing with Zoom? The wife at JPM, the college kids, the high school kids....all using Zoom. Can't find a soul using Slack.

42:41
So, is it to late for Zoom? i thought is was too late at $104. Seems easily duplicated by a bigger, better company.

50:57
thoughts on NIO, "China's Tesla"

52:57
lost you on audio

01:03:37
cody disneys opening albeit in a small way does that give you some more comfort holding it going forward

01:11:46
Thanks Cody and have a great weekend. RBT

01:13:26
Do you expect the new iPhone pricing to ruin the margins for Apple?

01:13:31
Did you mention $TSM building a plant in AZ?

01:13:47
i hear they are just as good, without the price tag.

01:16:45
Thanks Cody!