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Text duration start ents sentiment
prospect of higher interest rates one of 3.841 Jump to 5.279
    CARDINAL one
the nasdaq 100 hit in particular on days 5.28 Jump to 12.4
    CARDINAL 100
    DATE days
traded off the most 10 plus year-to-date 3.36 Jump to 75.92
    CARDINAL the most 10
multiples 10 times sales or greater uh 3.839 Jump to 79.28
    CARDINAL 10
our top three mega cat picks this year 6.16 Jump to 99.68
    CARDINAL three
    DATE this year
trades at 22 times earnings you know 5.28 Jump to 108.0
    CARDINAL 22
grow earnings 20 to 30 percent so it 4.0 Jump to 113.28
    PERCENT 20 to 30 percent
multiple for revenue growth that's three 4.0 Jump to 123.92
    CARDINAL three
growth that's at least two times greater 4.24 Jump to 127.92
    CARDINAL at least two
attribution model then or one that can 4.24 Jump to 144.16
recovery play it's the one that's got 3.84 Jump to 173.92
look at the chart for about 18 months it 5.521 Jump to 202.159
    DATE about 18 months
during the early the first year of the 3.12 Jump to 225.28
    DATE the early the first year
i think as much in the last two years as 3.279 Jump to 247.04
    DATE the last two years
three big whales in in its retail 4.0 Jump to 300.88
    CARDINAL three
business one is that you know look we're 2.88 Jump to 303.28
going more and more towards one day 2.879 Jump to 304.88
delivery guaranteed one day delivery and 3.44 Jump to 306.16
    DATE one day
there are now 15 cities in the u in 3.84 Jump to 309.6
    CARDINAL 15
three million items and get them within 3.92 Jump to 313.44
    CARDINAL three million
a five hour the next five hours 5.44 Jump to 314.96
    TIME five hour
    TIME the next five hours
spending more with them that's one whale 3.121 Jump to 327.199
second whale is going after groceries 3.199 Jump to 328.56
    ORDINAL second
and third is going after business 3.68 Jump to 330.32
    ORDINAL third
and uh and i think those are all three 4.081 Jump to 337.919
    CARDINAL three
hey mark let's talk about one of the 2.959 Jump to 349.68
to go back to one of your other picks 2.639 Jump to 357.28
five and ten years just like the mobile 3.44 Jump to 407.52
    DATE five and ten years
than it was back in 2007 and eight and 3.28 Jump to 410.96
    DATE 2007
    CARDINAL eight
nine but there was a mobile internet 2.719 Jump to 412.88
    CARDINAL nine
is a play off that i think one of the 3.199 Jump to 425.84
p l to meta's p l for the next uh two or 4.721 Jump to 436.639
    CARDINAL two
three years so you have to buy the 3.121 Jump to 439.759
    DATE three years
there about three years ago 4.16 Jump to 471.28
    DATE about three years ago
eight to twelve percent that's in a in 4.48 Jump to 496.24
    PERCENT eight to twelve percent