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Text duration start ents sentiment
for more than 70 of their uh revenues 4.0 Jump to 52.96
    CARDINAL more than 70
headwinds these are the two things to 4.64 Jump to 96.0
    CARDINAL two
22 seems like a much bigger transition 5.04 Jump to 106.32
    CARDINAL 22
plans and all those things i think 22 is 4.001 Jump to 126.159
    CARDINAL 22
got a 365 dollar price target which 4.079 Jump to 150.16
    MONEY a 365 dollar
240 bucks that we have today we've seen 4.0 Jump to 155.84
    MONEY 240 bucks
    DATE today
going there's been 20 firms i believe is 4.64 Jump to 162.4
    CARDINAL 20
describing that 365 dollar price target 4.719 Jump to 172.16
    MONEY 365 dollar
just a 20 times earnings multiple on our 5.599 Jump to 188.72
    CARDINAL 20
23 uh earnings estimate which came down 6.08 Jump to 191.28
    CARDINAL 23
10 15 percent so we are applying a a 4.881 Jump to 194.319
    PERCENT 10 15 percent
to 365 dollars 20 times about 17 dollars 5.041 Jump to 200.959
    MONEY 365 dollars
    CARDINAL 20
    MONEY about 17 dollars
treated as just a one-time thing but 20 4.401 Jump to 216.959
    CARDINAL one
    CARDINAL 20
for it to get back to more than 325 but 4.96 Jump to 233.76
    CARDINAL more than 325
near term we need to see at least one 5.599 Jump to 236.56
    CARDINAL at least one
of nearly three billion people 4.72 Jump to 248.879
    CARDINAL nearly three billion
tick tock targeting 18 to 29 year olds i 4.08 Jump to 347.36
    DATE 18 to 29 year olds
facebook is probably three times bigger 4.32 Jump to 354.96
    CARDINAL three
the 18 to 29 year old demographic which 4.56 Jump to 366.88
    DATE the 18 to 29 year old
you fast forward that three to five 4.241 Jump to 373.919
    CARDINAL three to
first and mobile only so that i i feel 5.04 Jump to 388.24
    ORDINAL first
first time we saw that in the numbers 3.28 Jump to 397.68
    ORDINAL first
18 to 29 year old demographic they need 4.16 Jump to 406.8
    DATE 18 to 29 year old
the one other big bet um 4.64 Jump to 413.52
    CARDINAL one
it was the first time we saw the 3.52 Jump to 423.84
    ORDINAL first
breakout of reality labs a 10 billion 4.321 Jump to 425.039
    MONEY 10 billion
10 to 15 years down the line how do you 5.12 Jump to 435.68
    DATE 10 to 15 years
purely a moonshot it is 10 years out the 6.0 Jump to 454.4
    DATE 10 years
three years or so so for now i think uh 5.44 Jump to 469.68
    DATE three years or so
over the next uh two to three years all 3.84 Jump to 472.96
    DATE two to three years
whatsapp is probably the second largest 4.0 Jump to 514.64
    ORDINAL second
the bigger problem in the next 12 to 18 4.48 Jump to 530.08
    DATE the next 12 to 18
see shares down over 20 4.64 Jump to 548.56
    CARDINAL 20
look at three or four pillars of overlap 4.4 Jump to 568.32
    CARDINAL three or four