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you know 50 and in some cases even more 3.92 Jump to 154.16
liquidity is first and foremost while 3.52 Jump to 186.48
    ORDINAL first
said they were the first ones out of the 3.68 Jump to 268.56
    ORDINAL first
gate first 3.76 Jump to 272.24
    ORDINAL first
but the micro caps were the first ones 4.24 Jump to 279.44
    ORDINAL first
rates for the first time and that kind 4.0 Jump to 354.08
    ORDINAL first
first is is get that selling pressure 3.359 Jump to 475.52
    ORDINAL first
outperform the big caps in 22 starting 4.721 Jump to 492.639
    CARDINAL 22
it's 20 22. okay 4.799 Jump to 502.96
    CARDINAL 20 22
2020 and february of 21. potentially 5.44 Jump to 638.56
    DATE 2020
    CARDINAL 21
things are down like you know 75 percent 5.201 Jump to 743.279
    PERCENT 75 percent
but they're still buying back about 40 4.24 Jump to 774.32
    CARDINAL about 40
billion dollars a month in 3.841 Jump to 776.639
market so they were you know at 80 3.68 Jump to 781.839
    CARDINAL 80
billion so they're taking out less but 2.719 Jump to 783.68
that's one of the things that the market 4.08 Jump to 808.16
seven i think it was you know the money 3.92 Jump to 832.32
    CARDINAL seven
when the 10-year treasury yield has gone 4.56 Jump to 844.399
    DATE 10-year
up a full you know one percent or a 5.68 Jump to 846.88
hundred basis points what happens with 6.161 Jump to 848.959
    CARDINAL hundred
probably three instances of that where 5.359 Jump to 863.04
    CARDINAL three
for the in 22 they should be looking at 4.8 Jump to 872.8
    CARDINAL 22
will outperform 20 it's got to happen 5.44 Jump to 882.0
    CARDINAL 20
do you think will do best in uh 22 6.401 Jump to 949.279
    CARDINAL 22
in really combination of those two 3.919 Jump to 971.6
    CARDINAL two
move the needle and that's one sector 4.399 Jump to 985.68
    CARDINAL one
it also tends to be one that there tends 3.44 Jump to 990.079
in that sector as well so that's one 4.481 Jump to 1006.079
20 years of history 5.279 Jump to 1034.16
    DATE 20 years
you know roughly from 2000 to 2010 we 5.679 Jump to 1036.16
    DATE 2000 to 2010
2010 to 6.08 Jump to 1041.839
    DATE 2010
2020 we were out of that commodity cycle 7.081 Jump to 1043.799
    DATE 2020
are two sectors that'll have tailwinds 4.24 Jump to 1070.559
    CARDINAL two
then you know they kind of have two 3.839 Jump to 1126.72
    CARDINAL two
that was one of your holdings you know 3.44 Jump to 1143.84
on our radar and it's one that you know 3.279 Jump to 1165.28
here in in 2022 and you know that's one 5.04 Jump to 1185.84
    DATE 2022
you know a month's time or five months 2.96 Jump to 1195.12
    DATE month
    DATE five months
one of them is that we use um you know a 4.961 Jump to 1239.039
    CARDINAL one
we've talked about in the first 3.12 Jump to 1275.36
    ORDINAL first
drop by fifty percent and you know we 3.681 Jump to 1389.039
    PERCENT fifty percent
he raised about 150 million dollars and 4.32 Jump to 1478.08
    MONEY about 150 million dollars
done he sold it for 1.6 billion so you 4.72 Jump to 1482.4
    CARDINAL 1.6 billion
know that's a good 10 times return on 3.52 Jump to 1485.12
    CARDINAL 10
this year we want to be at a 40 million 2.719 Jump to 1516.08
    DATE this year
    CARDINAL 40 million
they ended last year 40 million 3.839 Jump to 1530.72
    DATE last year
    CARDINAL 40 million
about 33 in the in the final quarter of 6.321 Jump to 1534.559
    CARDINAL about 33
    DATE the final quarter
when it first started trading i think it 3.439 Jump to 1542.48
traded about as high as a dollar 20 and 3.52 Jump to 1544.24
now it's 60 cents 3.521 Jump to 1545.919
    MONEY 60 cents
done maybe four acquisitions by the end 4.319 Jump to 1562.96
    CARDINAL four
how many what's the market it's about 40 4.799 Jump to 1570.88
    CARDINAL about 40
million so it trades at about one times 5.76 Jump to 1572.64
    CARDINAL about one
its sales growing at 30 percent 4.641 Jump to 1575.679
    PERCENT 30 percent
they went from a million 4.801 Jump to 1594.559
    CARDINAL a million
billion run right 50 million right 4.0 Jump to 1597.039
    CARDINAL 50 million
he's done he's built uh billion dollar 5.839 Jump to 1610.08
    MONEY billion dollar
have a combination of of the two and we 6.16 Jump to 1626.08
    CARDINAL two
it could be you know 20 higher than 4.481 Jump to 1700.399
    CARDINAL 20
where it is now but if it goes 20 higher 4.88 Jump to 1702.159
    CARDINAL 20
you know we buy 20 higher but then it's 5.12 Jump to 1704.88
    CARDINAL 20
you know 50 or 100 higher than that over 4.561 Jump to 1707.039
    CARDINAL 50 or
    CARDINAL 100
ninety percent of the time the market's 3.68 Jump to 1746.64
    PERCENT ninety percent
you know one or two people don't 3.039 Jump to 1835.52
    CARDINAL one
    CARDINAL two
in 22 like like we had in the past like 5.039 Jump to 1858.64
    CARDINAL 22
over the last 12 months we're going for 4.801 Jump to 1886.159
    DATE the last 12 months
the last 24 months you know when covet 4.64 Jump to 1888.399
    DATE the last 24 months
probably the third quarter of of 2021 4.961 Jump to 1907.679
    DATE the third quarter of of 2021
50 or more so it's taken the valuation 5.041 Jump to 1964.399
    CARDINAL 50
you know let's say they were in the 12 5.839 Jump to 1969.44
    CARDINAL 12
to 15 times in some cases even higher 5.6 Jump to 1971.919
    CARDINAL 15
south of 10 5.04 Jump to 1979.6
    CARDINAL 10
anywhere from sort of you know 25 4.48 Jump to 1994.24
percent to 50 percent 4.081 Jump to 1995.919
    PERCENT percent to 50 percent
and uh we were one of the first to 3.681 Jump to 2140.079
    ORDINAL first
2014 which seems like forever now with 5.441 Jump to 2146.079
    DATE 2014
you know probably around 2018 i you know 4.799 Jump to 2152.56
    DATE 2018
was you know 25 years ago you know it's 5.12 Jump to 2226.4
    DATE 25 years ago
first came out you had all these stocks 3.121 Jump to 2235.839
    ORDINAL first
know 100 and they went back but then all 3.601 Jump to 2249.359
    CARDINAL 100
as a thousand i mean whatever no it's a 2.96 Jump to 2259.52
is it a ten thousand percent some great 4.0 Jump to 2265.76
    PERCENT ten thousand percent
hundred 4.079 Jump to 2268.0
    CARDINAL hundred
like what we saw with amazon from 2000 5.44 Jump to 2290.0
    DATE 2000
1995 3.2 Jump to 2302.8
    DATE 1995
uh three or four years four years now i 4.48 Jump to 2372.4
    DATE three or four years four years
probably at 2023. 4.4 Jump to 2386.48
    DATE 2023
2022 2024 3.68 Jump to 2390.88
thirty thousa you know thirty thousand 6.0 Jump to 2416.56
years ten thousand as medicine 6.08 Jump to 2418.72
    CARDINAL ten thousand
2.0 the market the cannabis 2.0 is going 3.76 Jump to 2426.72
    CARDINAL 2.0
    CARDINAL 2.0
globe until you know maybe 20 years from 4.48 Jump to 2448.0
    DATE 20 years
now or 25 years from now 4.8 Jump to 2450.48
    DATE 25 years
recognizes the opportunity two questions 4.159 Jump to 2604.16
    CARDINAL two
well i think you got two i think two 4.719 Jump to 2606.64
    CARDINAL two
    CARDINAL two