Radnet: "That's a diagnostic center company that's really good. You've crowd sourced the greatness there. I think you've done a lot of work on it. I agree with you. It's one of those that, it's a niche one that I'm always trying to find."

Asbury Automotive Group: "I like Asbury. I'm telling you, Lithia had such an unbelievable number the other day. Carvana is good. AutoNation had a good number. But Lithia is the star of the show right now. I mean, I think Lithia is great."

Jumia Technologies: "I don't know. There's something the matter with it [because] it trades the way it does. I like MercadoLibre if I'm going to be able to do that kind of business in the south. I think it's better. Remember, I also like how eBay has turned around. And don't forget Shopify please. I know it's a little bit attenuated from your pick, but Shopify is amazing."

Inmode Ltd: "That thing has run so much. Everyone knows I love these device companies ever since I found NovoCure. Look, it's a great company, but it's just up a great deal. I need you to know the stock may be too high."

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