| are three picks we really like in the | 4.56 | Jump to 18.32 |  |  | 
              
                
                  | and number two we want to make sure the | 5.201 | Jump to 29.599 |  |  | 
              
                
                  | fundamental hurdles go into fy 22 is | 4.32 | Jump to 32.16 |  |  | 
              
                
                  | reasonable we like three names here | 3.439 | Jump to 34.8 |  |  | 
              
                
                  | they went through a very tough 23 points | 5.681 | Jump to 38.239 |  |  | 
              
                
                  | take rate and causing a 15 points | 5.84 | Jump to 53.12 |  |  | 
              
                
                  | of tough revenue com last first half of | 4.241 | Jump to 56.559 |  |  | 
              
                
                  | revenue perspective by 25 points in the | 5.36 | Jump to 70.24 |  |  | 
              
                
                  | isn't that a risky bet for 2022 when | 4.24 | Jump to 86.4 |  |  | 
              
                
                  | interest rate three times and | 3.36 | Jump to 90.64 |  |  | 
              
                
                  | these three stocks specifically the | 4.879 | Jump to 105.6 |  |  | 
              
                
                  | they're trading on two-year forward-y | 4.559 | Jump to 112.56 |  |  | 
              
                
                  | two-year forward basis actually declined | 5.92 | Jump to 122.0 |  |  | 
              
                
                  | about 15 percent you know since midpoint | 6.08 | Jump to 124.64 |  |  | 
              
                
                  | a year to about 12 times from that | 4.24 | Jump to 127.92 |  |  | 
              
                
                  | on the two-year if you look at fy 2040 | 4.8 | Jump to 143.68 |  |  | 
              
                
                  | but that's actually 14 times | 4.481 | Jump to 146.239 |  |  | 
              
                
                  | dash at 44 times and if you look at | 4.56 | Jump to 150.72 |  |  | 
              
                
                  | facebook's trading about 10 times two | 3.92 | Jump to 153.12 |  |  | 
              
                
                  | twenty percent and also you get the | 5.12 | Jump to 161.44 |  |  | 
              
                
                  | james you say uber's on 14 one four | 4.88 | Jump to 173.92 |  |  | 
              
                
                  | fourteen times two thousand and twenty | 6.079 | Jump to 178.8 | 
                      
                        
                      
                        DATE
                      
                      
                        two thousand and twenty
                      
                     |  | 
              
                
                  | four ev to it down | 6.321 | Jump to 181.599 |  |  | 
              
                
                  | first benchmark for a company who spends | 6.401 | Jump to 195.599 |  |  | 
              
                
                  | depreciation in general first metrics | 4.239 | Jump to 202.0 |  |  | 
              
                
                  | to his peers look at door dash at 44 | 4.721 | Jump to 208.959 |  |  | 
              
                
                  | very similar to proposition 22 meaning | 6.321 | Jump to 230.799 |  |  | 
              
                
                  | since first quarter 21 is down more than | 4.239 | Jump to 265.52 |  |  | 
              
                
                  | 50 percent and it's clearly on | 4.241 | Jump to 267.759 |  |  | 
              
                
                  | into inauguration second half of 2022 | 5.76 | Jump to 280.96 |  |  |