line surging 49 percent from a year ago |
4.561 |
Jump to 11.519 |
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its first ever all-electric car called |
4.08 |
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yeah i mean first of all good morning to |
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worldwide you can say in general eighty |
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their own businesses and twenty percent |
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so what we observed over the last 10 |
3.92 |
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a substantial way when i joined 12 years |
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ago we have been on 56 as an average age |
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and we are now down to 43 and that's a |
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for everybody who's around 60 you need |
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at least some who is around 20 and i |
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wheel was it formerly 20 self-drivers 80 |
6.32 |
Jump to 95.92 |
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it is 80 self-driving 20 percent |
4.48 |
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you know you guys had your biggest 2021 |
4.0 |
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|
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how's 2022 looking you guys have the |
3.839 |
Jump to 112.96 |
|
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optimistic about 2023 |
3.719 |
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fourth quarter if you order a rolls |
4.08 |
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royce today you take delivery in one |
4.08 |
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|
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meet that 2023 uh target for that |
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Jump to 186.879 |
|
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a start off production in 2023 and that |
5.2 |
Jump to 210.959 |
|
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first deliveries to our clients will |
5.84 |
Jump to 214.319 |
|
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happen by the end of 2023. orders and |
6.321 |
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but one thing is clear for us we would |
4.319 |
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and i think one thing is for sure it |
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our clients worldwide first comes it |
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Jump to 341.6 |
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and then number two comes |
3.04 |
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i would even say 100 of all cars leaving |
4.16 |
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hey thorson one one last question here |
3.361 |
Jump to 428.639 |
|
|
clients that is very much 80 |
4.88 |
Jump to 462.8 |
|
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pandemic in 2021 wilson coors is looking |
5.84 |
Jump to 508.8 |
|
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for 2022 in the beverage industry we've |
4.48 |
Jump to 516.479 |
|
|
they saw a big bath back in 2021 and |
4.481 |
Jump to 537.279 |
|
|
industry we've learned over the last 18 |
3.76 |
Jump to 554.8 |
|
|
there one is the the uh the marketing |
4.56 |
Jump to 622.399 |
|
|
and the brand health of those two brands |
4.96 |
Jump to 624.8 |
|
|
data comes in for 2021 it'll probably |
4.639 |
Jump to 700.32 |
|
|
got the two fastest |
4.081 |
Jump to 706.959 |
|
|
for for 2021. topochica as you as as you |
6.96 |
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|
|
2021 and despite the fact that we were |
4.399 |
Jump to 730.24 |
|
|
only in i think it was nine states and |
4.801 |
Jump to 732.399 |
|
|
and seven big uh big cities uh beyond |
4.401 |
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|
|
that we got a three share and that's |
3.759 |
Jump to 737.2 |
|
|
it is one of the fastest growing energy |
3.92 |
Jump to 777.68 |
|
|
it's been a real success story from 2021 |
4.799 |
Jump to 784.48 |
|
|
big year for forza in 2022 we've got a |
5.519 |
Jump to 793.44 |
|
|
we're very hopeful that zoe will be one |
4.64 |
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|
|
in the third year of our revitalization |
3.44 |
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|
|
for all on all three of those elements |
4.24 |
Jump to 876.48 |
|
|
is our plan for for 2020 to 2022. |
6.879 |
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|
|
one given the infection rates that that |
5.12 |
Jump to 950.639 |
|
|
39 of u.s beer drinkers or drinkers |
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Jump to 992.399 |
|
|
was down from 46 |
4.08 |
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|
|
percent back in 0-1 so it is kind of |
4.241 |
Jump to 998.639 |
|
|
in place our revitalization plan in 2019 |
5.84 |
Jump to 1016.32 |
|
|
almost 10 share of the overall |
5.439 |
Jump to 1037.76 |
|
|
beer market which is 20 million barrels |
5.76 |
Jump to 1040.079 |
QUANTITY
20 million barrels
|
|
and healthy brands in that four beer |
3.36 |
Jump to 1067.52 |
|
|
eyes on the metaverse one sports league |
3.84 |
Jump to 1118.0 |
|
|
launch its first play to earn game on al |
4.24 |
Jump to 1126.559 |
|
|
obviously one of the cutting edge sports |
3.44 |
Jump to 1145.52 |
|
|
new fan experiences and and this is one |
3.68 |
Jump to 1166.48 |
|
|
my hands on one of these drones for a |
3.601 |
Jump to 1256.159 |
|
|
the first time you guys have kind of |
4.161 |
Jump to 1301.679 |
|
|
about a two trillion dollar space |
3.2 |
Jump to 1331.12 |
MONEY
two trillion dollar
|
|
but it's not the only one you'll see us |
3.599 |
Jump to 1353.2 |
|
|
i think this is like the fifth time |
3.12 |
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|
|
i think one of the things that's really |
2.88 |
Jump to 1388.96 |
|
|
experiences no one's ever seen before |
4.319 |
Jump to 1440.72 |
|
|
bitcoin is off to one of the worst |
3.28 |
Jump to 1462.08 |
|
|
benchmark crypto off about eight percent |
4.72 |
Jump to 1465.36 |
PERCENT
about eight percent
|
|
know bitcoins down nearly 40 percent |
4.479 |
Jump to 1495.2 |
PERCENT
nearly 40 percent
|
|
bitcoin sold off for six straight days |
4.081 |
Jump to 1499.679 |
|
|
know below 40 000 for the first time |
4.32 |
Jump to 1516.32 |
|
|
so it's now above 41 000 nearly 3 |
4.64 |
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|
|
i mean how does one even predict |
5.199 |
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|
|
analysts are expecting four rate hikes |
4.081 |
Jump to 1573.279 |
|
|
this year rather than the three that |
4.0 |
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|
|
over 15 billion in revenue and you know |
4.321 |
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|
|
second one on the market here in the us |
4.161 |
Jump to 1689.919 |
|
|
prospect of higher interest rates one of |
3.84 |
Jump to 1802.559 |
|
|
technology the nasdaq 100 hit in |
4.801 |
Jump to 1809.039 |
|
|
traded off the most 10 plus year to date |
3.361 |
Jump to 1873.279 |
|
|
multiples 10 times sales are greater so |
3.919 |
Jump to 1876.64 |
|
|
so our top three mega cap picks this |
6.641 |
Jump to 1896.559 |
|
|
trades at 22 times earnings you know |
4.159 |
Jump to 1905.36 |
|
|
20 to 30 percent so it trades in line |
4.561 |
Jump to 1911.519 |
|
|
revenue growth that's three times |
3.279 |
Jump to 1922.24 |
|
|
that's at least two times greater so i |
4.0 |
Jump to 1925.519 |
|
|
attribution model than or one that can |
4.241 |
Jump to 1941.519 |
|
|
play it's the one that's got the most |
3.199 |
Jump to 1971.84 |
|
|
look at the chart for about 18 months it |
5.76 |
Jump to 1999.519 |
|
|
during the early the first year of the |
3.12 |
Jump to 2022.64 |
DATE
the early the first year
|
|
i think as much in the last two years as |
3.359 |
Jump to 2044.32 |
|
|
i refer to the company as hunting three |
4.799 |
Jump to 2096.56 |
|
|
big whales in in its retail business one |
3.92 |
Jump to 2098.56 |
|
|
more and more towards one day delivery |
2.72 |
Jump to 2102.48 |
|
|
guaranteed one day delivery and then |
3.04 |
Jump to 2103.92 |
|
|
there are now 15 cities in the u in |
3.84 |
Jump to 2106.96 |
|
|
three million items and get them within |
4.4 |
Jump to 2110.8 |
|
|
a five hour the next five hours uh at |
5.44 |
Jump to 2112.32 |
|
|
spending more with them that's one whale |
3.12 |
Jump to 2124.56 |
|
|
second whale is going after groceries |
3.199 |
Jump to 2125.92 |
|
|
and third is going after business |
3.679 |
Jump to 2127.68 |
|
|
and uh and i think those are all three |
4.64 |
Jump to 2135.28 |
|
|
hey mark let's talk about one of the |
2.96 |
Jump to 2147.04 |
|
|
to go back to one of your other picks |
2.72 |
Jump to 2154.56 |
|
|
five and ten years just like the mobile |
3.52 |
Jump to 2204.8 |
|
|
than it was back in 2007 and eight and |
3.279 |
Jump to 2208.32 |
|
|
nine but there was a mobile internet |
2.72 |
Jump to 2210.24 |
|
|
is a play off that i think one of the |
3.2 |
Jump to 2223.2 |
|
|
p l to meta's p l for the next two or |
4.64 |
Jump to 2234.0 |
|
|
three years so you have to buy the |
2.96 |
Jump to 2237.119 |
|
|
there about three years ago |
4.08 |
Jump to 2268.64 |
DATE
about three years ago
|
|
low double digit growth call it eight to |
3.92 |
Jump to 2292.24 |
|
|
twelve percent that's in the secular |
4.8 |
Jump to 2293.92 |
|
|
almost 80 percent it was a pretty |
4.24 |
Jump to 2397.839 |
PERCENT
almost 80 percent
|
|
our newest innovation two and a half |
4.32 |
Jump to 2423.2 |
|
|
for the 12th consecutive year |
8.081 |
Jump to 2498.079 |
DATE
the 12th consecutive year
|
|
we were named number one best diet for |
6.8 |
Jump to 2502.24 |
|
|
weight loss and number one best diet |
4.0 |
Jump to 2506.16 |
|
|
there's no question that the last 18 |
6.96 |
Jump to 2595.44 |
|
|
months or almost two years |
4.8 |
Jump to 2599.44 |
|
|
our gross margin have now exceeded 60 |
5.92 |
Jump to 2657.04 |
|
|
well first of all the new rules go into |
5.72 |
Jump to 2758.72 |
|
|
2022. so when you go to file your return |
7.0 |
Jump to 2764.44 |
|
|
1099 k unless you had 20 000 |
6.641 |
Jump to 2775.839 |
|
|
and 200 transactions |
5.601 |
Jump to 2780.079 |
|
|
the new lower threshold for 600 of |
5.76 |
Jump to 2782.48 |
|
|
you're going to get a 1099 for your 2023 |
5.92 |
Jump to 2790.0 |
|
|
things going on number one there has |
5.439 |
Jump to 2814.64 |
|
|
uh late in 2021 that found that there |
7.28 |
Jump to 2828.079 |
|
|
are now 51 million people engaged in |
6.64 |
Jump to 2831.76 |
|
|
independent contract work in 2021. that |
6.081 |
Jump to 2835.359 |
|
|
was an increase of 34 from the prior |
6.32 |
Jump to 2838.4 |
|
|
2011 uh march of 2021 the joint |
5.199 |
Jump to 2942.16 |
|
|
raise about 8.4 um billion dollars |
6.4 |
Jump to 2957.04 |
|
|