| Text | duration | start | ents | sentiment | 
|---|---|---|---|---|
| the mean nine ten percent returns we | 3.281 | Jump to 25.279 | 
 | |
| richly valued they're companies at 40 50 | 4.159 | Jump to 30.4 | 
 | |
| 100 times earnings those are the ones | 3.52 | Jump to 32.719 | 
 | |
| selling at about 14 or 15 times earnings | 3.281 | Jump to 42.239 | 
 | |
| highlighted we think have 30 to 50 | 4.08 | Jump to 68.0 | 
 | |
| percent upside in the next 18 months huh | 4.56 | Jump to 69.76 | 
 | |
| david's talking about value number one | 4.72 | Jump to 97.92 | 
 | |
| that you have in a long term a 10-year | 4.079 | Jump to 111.68 | 
 | |
| and importantly earnings in 2022. | 5.761 | Jump to 142.879 | 
 | |
| there's a lot of risk out there in 2022 | 4.561 | Jump to 145.599 | 
 | |
| get is midterms in 22 for example | 6.159 | Jump to 158.8 | 
 | |
| we think the two biggest drivers are | 4.0 | Jump to 172.72 | 
 | |
| market gains over the last 21 months | 4.0 | Jump to 194.239 | 
 |