couple things stood out one is uh feel |
3.76 |
Jump to 37.52 |
|
|
second is notably absent from that list |
4.4 |
Jump to 43.76 |
|
|
active users by six percent in the |
4.239 |
Jump to 83.52 |
|
|
september quarter that compared to seven |
3.92 |
Jump to 86.0 |
|
|
quarter they've been growing at that six |
3.68 |
Jump to 89.92 |
|
|
to ten percent range for the past four |
4.0 |
Jump to 91.759 |
|
|
the daily act to use it by 25 |
4.081 |
Jump to 101.439 |
|
|
i'm old enough to remember when a 10 |
4.639 |
Jump to 126.24 |
|
|
pandemic led drop off in 2020 that was |
4.72 |
Jump to 136.08 |
|
|
2019 the nasdaq fell 22 |
5.44 |
Jump to 143.2 |
|
|
term the next three months and the long |
3.84 |
Jump to 172.08 |
DATE
the next three months
|
|
term beyond three months and in the near |
5.839 |
Jump to 173.68 |
|
|
days those ten percent down but down two |
4.0 |
Jump to 184.4 |
|
|
and a half percent that is a two |
4.4 |
Jump to 186.4 |
|
|
we're going to raise it four times and |
4.16 |
Jump to 233.68 |
|
|
make that first raise 50 basis points |
4.64 |
Jump to 237.84 |
|
|
the market would be down 5 on that but |
3.44 |
Jump to 240.56 |
|
|
a 20 to 50 basis point move to the |
3.759 |
Jump to 288.72 |
|
|
analyst so every one percent change in |
5.16 |
Jump to 294.84 |
|
|
valuation by 10 to 20 percent for these |
4.08 |
Jump to 300.0 |
|
|
projected percent and a half two percent |
6.0 |
Jump to 304.08 |
PERCENT
a half two percent
|
|
dynamic is true about the one percent |
5.039 |
Jump to 331.6 |
|
|
offset that 10 to 20 percent uh uh |
4.48 |
Jump to 341.36 |
|
|
important you just said every one |
3.28 |
Jump to 364.8 |
|
|
percent move which would be uh four rate |
3.121 |
Jump to 366.319 |
|
|
each takes ten percent off of valuation |
7.44 |
Jump to 369.44 |
|
|
ten to twenty now uh the uh we've seen |
5.119 |
Jump to 373.52 |
|
|
some of this you know nasdaq's six |
4.64 |
Jump to 376.88 |
|
|
one and a half percent fed funds rate |
3.119 |
Jump to 381.52 |
DATE
one and a half percent
|
|
that would assume there's another five |
4.959 |
Jump to 383.36 |
|
|
to ten percent downside to the nasdaq |
3.68 |
Jump to 384.639 |
|
|
you got a stock 30 times earnings okay |
3.68 |
Jump to 399.6 |
|
|
actually does it so that's ten to twenty |
3.68 |
Jump to 406.16 |
|
|
percent three to six so you take the |
4.56 |
Jump to 408.0 |
|
|
stock down to say i don't know what 20 |
5.359 |
Jump to 409.84 |
|
|
26 times earnings instead of 30 time |
6.639 |
Jump to 412.56 |
|
|
karen yeah that move from 349 or so to |
5.599 |
Jump to 462.16 |
|
|