Datadog’s year-to-date stock performance.
Datadog: “Datadog is a hugely fabulous company, and there were people who were trying to buy it for $20 billion before it ever became public. My problem is that it’s just the definition of enterprise software…there’s too many people in that business, so I am going to have to reiterate, I don’t trust it yet, but it is a very good company.”
KKR’s year-to-date stock performance.
KKR: “It’s one of the best-run companies in the world…I think it’s a really great company.”
NextEra Energy Partners’ year-to-date stock performance.
NextEra Energy Partners: “…Not sure why we can buy it other than a big dividend, and I’m afraid of that, I’m sorry.”
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