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Text duration start ents sentiment
five times more trust in business than 4.88 Jump to 66.32
    CARDINAL five
government on a matter of competence 50 5.52 Jump to 71.2
    CARDINAL 50
um so on the positive side um by five to 6.241 Jump to 115.439
    CARDINAL five
one people say i want more business 5.439 Jump to 118.96
    CARDINAL one
but at the same time for the first time 4.8 Jump to 127.28
    ORDINAL first
12-point drop 3.441 Jump to 136.319
    CARDINAL 12
first time we've ever seen republicans 4.48 Jump to 138.08
    ORDINAL first
    NORP republicans
controversy and so these two 4.4 Jump to 198.08
    CARDINAL two
stabilizer in the next year or two 6.319 Jump to 210.48
    DATE the next year
    CARDINAL two
the government was 65 trusted the only 4.56 Jump to 234.08
    DATE 65
in five years 3.52 Jump to 275.44
    DATE five years
uh actually had over 40 percent belief 4.56 Jump to 282.56
    PERCENT over 40 percent
that they would be better off in five 4.72 Jump to 285.44
    CARDINAL five
years and similarly um 80 plus percent 4.24 Jump to 287.12
    PERCENT 80 plus percent
class 25 percent bottom 25 6.321 Jump to 307.199
    PERCENT 25 percent
    CARDINAL 25
lowest 25 percent doesn't have access to 4.399 Jump to 318.24
    PERCENT 25 percent
a rocky year right and that's one of the 4.4 Jump to 394.639
    DATE a rocky year
    CARDINAL one
be really since the summer of 2020 but 4.319 Jump to 404.72
    DATE the summer of 2020
likely you'll probably get two to three 4.0 Jump to 417.199
    CARDINAL two to three
it 10 to 15 percent earnings growth and 3.521 Jump to 421.199
    PERCENT 10 to 15 percent
of course one of the rosier areas that 4.72 Jump to 430.16
standpoint obviously you want to fade 60 4.639 Jump to 456.4
    CARDINAL 60
40 in favor of alternatives whether it's 4.4 Jump to 458.56
    CARDINAL 40
and one at least on the margin fade tech 4.481 Jump to 477.039
    CARDINAL one
of 2020 which is you know in many cases 5.119 Jump to 481.52
    DATE 2020
are down 30 40 50 already 5.2 Jump to 484.08
    CARDINAL 30 40 50
and that's one of the areas that we're 3.601 Jump to 511.599
economy that's one of the sectors that 4.0 Jump to 526.24
calls for a hundred dollars a barrel 3.601 Jump to 536.399
    MONEY a hundred dollars
ore it's been going for six seven years 3.44 Jump to 560.72
    DATE six seven years
no one's talking about 150 uh barrel oil 4.0 Jump to 573.76
    CARDINAL about 150
100 over the next three to six months 4.32 Jump to 577.76
    CARDINAL 100
    DATE the next three to six months
growth that was one of the principal 5.76 Jump to 621.12
starting in 2020 and so as that slows 4.56 Jump to 626.88
    DATE 2020
or crypto for the next month three 3.84 Jump to 646.8
    DATE the next month
    CARDINAL three
months or six months you should own it 4.32 Jump to 648.48
    DATE six months
because it's one of the principal ways 4.319 Jump to 650.64
proficiency meaning over the next three 5.041 Jump to 654.959
    DATE the next three
five seven ten years do you continue to 4.639 Jump to 657.76
    DATE five seven ten years
one percent exposure five percent i mean 4.639 Jump to 698.32
    PERCENT one percent
    PERCENT five percent
out numbers like one percent maybe it's 4.08 Jump to 729.68
50 basis points if you have a higher 4.081 Jump to 731.519
    CARDINAL 50
five if you're a younger person you know 4.479 Jump to 735.6
    CARDINAL five
and be down 20 to 30 percent 4.4 Jump to 743.6
    PERCENT 20 to 30 percent
the last 20 years plus starting with the 3.839 Jump to 763.44
    DATE the last 20 years
you step back even further it's one of 3.279 Jump to 797.68
    CARDINAL one
uh in 2024 or 2025. 4.4 Jump to 822.16
    DATE 2024
    DATE 2025
going out to 2025. troy we're going to 3.6 Jump to 830.32
    DATE 2025
zoom is hosting its first work 3.28 Jump to 845.76
    ORDINAL first
be three work styles that we're going to 2.719 Jump to 908.8
    CARDINAL three
the first and the largest population 4.481 Jump to 911.519
    ORDINAL first
commutable distance to one of our 2.799 Jump to 928.48
last two years have moved beyond a 4.48 Jump to 941.68
    DATE last two years
and then the third and really smallest 5.2 Jump to 950.16
    ORDINAL third
rooms one of those is smart gallery so 4.0 Jump to 1008.48
    CARDINAL one
their faces and that's one of the 3.601 Jump to 1047.679
    CARDINAL one
i think there's three things i think 3.52 Jump to 1101.039
    CARDINAL three
first of all 2.8 Jump to 1103.28
    ORDINAL first
85 3.201 Jump to 1104.559
    CARDINAL 85
85 2.88 Jump to 1109.12
    CARDINAL 85
only one percent of our zoom employees 3.68 Jump to 1126.48
    PERCENT only one percent
two percent but that's based on the 3.08 Jump to 1131.76
    PERCENT two percent
three reasons people wanted to be in the 4.0 Jump to 1144.64
    CARDINAL three
first of all 3.681 Jump to 1186.799
    ORDINAL first
so we are doing a couple of things first 5.199 Jump to 1203.84
    ORDINAL first
delighted to have this nfl star and five 4.719 Jump to 1289.84
    CARDINAL five
pandemic for close to almost two years 4.56 Jump to 1322.96
    DATE close to
hospitality space since i first got out 3.199 Jump to 1343.6
    ORDINAL first
do is start first starting their 2.88 Jump to 1404.24
    ORDINAL first
that is one big place that we uh we 4.719 Jump to 1426.96
    CARDINAL one
probably coming to an end me being 35 4.319 Jump to 1486.48
    CARDINAL 35
and one of your aspirational people that 4.48 Jump to 1495.6
    CARDINAL one
it's all about being patient that's one 3.201 Jump to 1527.039
    CARDINAL one
yeah the korean nfl is on average three 4.0 Jump to 1563.44
    CARDINAL three
understood that and so that's one of the 3.52 Jump to 1567.44
    CARDINAL one
instilled that education is one of the 3.6 Jump to 1577.76
a second super bowl ring mean to you 4.319 Jump to 1630.48
    ORDINAL second
underdogs last year and we came in fifth 4.4 Jump to 1636.96
    DATE last year
    ORDINAL fifth
i think that's one of the things that 2.721 Jump to 1708.159
real quick that big games just in three 3.681 Jump to 1800.399
    CARDINAL three
ready at three o'clock this is my former 4.081 Jump to 1843.039
    TIME three o'clock
2014 4.32 Jump to 1868.88
    DATE 2014
stock down you know over 20 percent 4.561 Jump to 1905.919
worth 700 or whatnot it's now only worth 3.921 Jump to 1914.799
    CARDINAL 700
400 and 3.041 Jump to 1917.279
    CARDINAL 400
with 220 odd million subscribers that 3.921 Jump to 1927.679
    QUANTITY 220 odd million
or that 250 million is the ceiling 5.439 Jump to 1931.6
    CARDINAL 250 million
broadband is in you know 100 you know 3.76 Jump to 1934.399
    CARDINAL 100
six seven 800 million homes with high 3.441 Jump to 1938.159
    CARDINAL six
in the last quarter they added 8.3 3.28 Jump to 1946.96
    DATE the last quarter
    CARDINAL 8.3
million subscribers and they're telling 3.28 Jump to 1948.96
to add another two and a half this 4.0 Jump to 1954.48
    CARDINAL another two and a half
added you know essentially 11 million 3.28 Jump to 1958.48
    CARDINAL 11 million
course of the next 11 months that's 4.32 Jump to 2012.32
    DATE the next 11 months
no one's giving them credit for that 3.12 Jump to 2019.2
towel trying to extrapolate out of one 4.56 Jump to 2022.32
    CARDINAL one
and going they have 33 million subs in 4.96 Jump to 2028.64
    CARDINAL 33 million
can be 300 million over time 4.319 Jump to 2033.6
    CARDINAL 300 million
rich is one of the reads off of this 3.039 Jump to 2044.48
wars ceiling of like 220 or 250 million 5.92 Jump to 2113.04
    CARDINAL 220 or 250 million
um to sort of pick up on one small thing 4.319 Jump to 2153.28
    CARDINAL one
enormous market that's a different one 4.08 Jump to 2170.88
take two and zynga right there is 5.52 Jump to 2181.92
    CARDINAL two
looking at okay we have a base of 220 4.159 Jump to 2227.68
    CARDINAL 220
million subscribers 4.08 Jump to 2230.16
they're able to drive price up 11 in the 5.12 Jump to 2240.4
    CARDINAL 11
no one else is there i think it's a 3.679 Jump to 2280.16
the first for their video game strategy 5.441 Jump to 2330.079
    ORDINAL first
when you're spending 18 when you're 4.08 Jump to 2378.88
    CARDINAL 18
spending 18 billion dollars on content 4.879 Jump to 2380.48
    MONEY 18 billion dollars
to put you know five percent of that 4.96 Jump to 2382.96
office was still you know down almost 30 5.52 Jump to 2436.24
    CARDINAL almost 30
office is down over 50 7.52 Jump to 2446.24
    DATE 50
from 2020 from 2019 2018 uh the the 6.8 Jump to 2448.64
    DATE 2020
    DATE 2019 2018
at it in our top 20 for 22 we talked 3.92 Jump to 2496.0
    CARDINAL 20
office this year is eight and a half to 4.24 Jump to 2499.92
    DATE this year
    DATE eight and a half
nine billion dollars compared to 11.3 5.839 Jump to 2501.28
    MONEY nine billion dollars
    CARDINAL 11.3
billion in 2019 so that's a pretty dire 6.0 Jump to 2504.16
    DATE 2019
you about that one rich greenfield 5.281 Jump to 2515.599
    CARDINAL one
further with our first guest for the 3.92 Jump to 2534.0
    ORDINAL first
momentum over the last two years was 3.84 Jump to 2549.2
    DATE the last two years
the the three things that are driving 5.12 Jump to 2567.52
    CARDINAL three
the share price down one is that netflix 4.72 Jump to 2569.52
    CARDINAL one
last 12 years and they're approaching 4.24 Jump to 2574.24
    DATE last 12 years
second is the competition from hulu and 5.2 Jump to 2580.48
    ORDINAL second
amazon prime was maybe 50 million 4.72 Jump to 2583.599
    CARDINAL 50 million
subscribers you know five years ago it's 5.28 Jump to 2585.68
    DATE five years ago
over 200 million now between hbo max and 5.841 Jump to 2588.319
off and then the third thing which 4.399 Jump to 2597.44
    ORDINAL third
growing i've been wrong for 10 years i'm 4.72 Jump to 2633.359
    DATE 10 years
right finally after 10 years of 3.601 Jump to 2638.079
    DATE 10 years
originals ozark not being one of them 3.92 Jump to 2678.8
    CARDINAL one
like 300 million dollars to produce that 3.68 Jump to 2687.28
    MONEY 300 million dollars
they're probably 75 licensed still 5.2 Jump to 2703.28
    CARDINAL 75
renewed every year so ozark season four 5.28 Jump to 2708.48
    DATE every year
seasons one two and three again and hbo 4.161 Jump to 2715.599
    CARDINAL one two and three
getting closer to that 12-month price 4.16 Jump to 2755.04
    DATE 12-month
target you have of 342 dollars a share 4.48 Jump to 2756.48
    MONEY 342 dollars
our rule our rules here are within 10 so 4.64 Jump to 2767.92
    CARDINAL 10
it literally could drop another 10 bucks 4.719 Jump to 2770.88
    MONEY another 10 bucks
i actually want to see probably one more 3.681 Jump to 2775.599
    CARDINAL one
goes to 250 of course of course i would 4.0 Jump to 2779.28
    CARDINAL 250
green uh probably go back to 450 and i'm 5.279 Jump to 2795.04
    CARDINAL 450
does this set up for one of the other 4.639 Jump to 2812.48
    CARDINAL one
disney tried to do gaming three 4.24 Jump to 2839.76
    CARDINAL three
different times in the last 20 years and 4.32 Jump to 2841.92
    DATE the last 20 years
shut it down three times 4.079 Jump to 2844.0
    CARDINAL three
game guy but he last produced a game 20 4.641 Jump to 2863.839
    CARDINAL 20
you just mentioned two names that 3.359 Jump to 2894.96
    CARDINAL two
price eighty one dollars that's the risk 4.561 Jump to 2911.839
    MONEY eighty one dollars
approved by regulators at 95 5.28 Jump to 2918.079
    CARDINAL 95
so you're getting a 15 discount on a 4.481 Jump to 2920.559
    CARDINAL 15
takes one of my my favorite stocks out 4.4 Jump to 2972.4
    CARDINAL one