| 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 |
|
|