RUSH TRANSCRIPT Out of ░░░░░░░░ heck of a lot ░░░░░░░░ money All right Closing ░░░░░░░░ ringing in three and ░░░░░░░░ half minutes for the ░░░░░░░░ Let s take a ░░░░░░░░ here on Friday dow ░░░░░░░░ industrials will close down ░░░░░░░░ did we start the ░░░░░░░░ with basically saying kind ░░░░░░░░ flat down just a ░░░░░░░░ of percent S P ░░░░░░░░ just under 1 and ░░░░░░░░ NASDAQ suffering more down ░░░░░░░░ 75 on the week ░░░░░░░░ s bring in our ░░░░░░░░ closer because he says ░░░░░░░░ are playing the financial ░░░░░░░░ of whack a mole ░░░░░░░░ there are better ways ░░░░░░░░ make money Joining me ░░░░░░░░ with 1 25 billion ░░░░░░░░ management Tim Pagliara Tim ░░░░░░░░ for it What do ░░░░░░░░ mean whack a mole ░░░░░░░░ it s every time ░░░░░░░░ problem pops up we ░░░░░░░░ trying to solve it ░░░░░░░░ these problems pop up ░░░░░░░░ than they can solve ░░░░░░░░ So you had first ░░░░░░░░ had inventory fulfillment issues ░░░░░░░░ represented by target By ░░░░░░░░ time the inventory got ░░░░░░░░ nobody wanted it so ░░░░░░░░ ve had to spend ░░░░░░░░ rest of the year ░░░░░░░░ it to clear out ░░░░░░░░ new inventory They re ░░░░░░░░ to guess what the ░░░░░░░░ want Then you had ░░░░░░░░ whole issue of chip ░░░░░░░░ Now we ve got ░░░░░░░░ chip oversupply You ve ░░░░░░░░ a shortage of oil ░░░░░░░░ shortage of gas they ░░░░░░░░ coal coal for it ░░░░░░░░ ve got pent up ░░░░░░░░ in wages Then you ░░░░░░░░ got a shortage of ░░░░░░░░ So every time they ░░░░░░░░ to solve is one ░░░░░░░░ these problems something else ░░░░░░░░ coming up and it ░░░░░░░░ a difficult environment for ░░░░░░░░ to navigate Liz well ░░░░░░░░ s better not to ░░░░░░░░ it and simply do ░░░░░░░░ you say is a ░░░░░░░░ path to follow which ░░░░░░░░ what and what stocks ░░░░░░░░ fall into the pick ░░░░░░░░ up from the side ░░░░░░░░ the road because they ░░░░░░░░ actually pretty good val ░░░░░░░░ valuations names I don ░░░░░░░░ think it s an ░░░░░░░░ that Berkshire hathaway now ░░░░░░░░ a much larger market ░░░░░░░░ than Tesla you know ░░░░░░░░ are gravitating towards real ░░░░░░░░ just like you were ░░░░░░░░ about with the loss ░░░░░░░░ the money to investors ░░░░░░░░ FTX Cvs is another ░░░░░░░░ example of a value ░░░░░░░░ Honed in on issues ░░░░░░░░ solutions with health care ░░░░░░░░ you know is a ░░░░░░░░ value It became a ░░░░░░░░ value in the face ░░░░░░░░ shortages but it was ░░░░░░░░ good value with dividends ░░░░░░░░ that You got companies ░░░░░░░░ williams corp you ve ░░░░░░░░ Bank of America Pleasure ░░░░░░░░ people are gravitating towards ░░░░░░░░ that are well capitalized ░░░░░░░░ cash flow able to ░░░░░░░░ dividend increases and dividend ░░░░░░░░ and that s a ░░░░░░░░ place to be right ░░░░░░░░ with all the other ░░░░░░░░ that we re seeing ░░░░░░░░ just a quick mention ░░░░░░░░ want to just quickly ░░░░░░░░ at grindr are Of ░░░░░░░░ it went public today ░░░░░░░░ just had the CEO ░░░░░░░░ and it had been ░░░░░░░░ 17 different times Grindr ░░░░░░░░ the session looks to ░░░░░░░░ up more than 200 ░░░░░░░░ do have a very ░░░░░░░░ move there I don ░░░░░░░░ know if we can ░░░░░░░░ that