RUSH TRANSCRIPT Ing out ░░░░░░░░ worst performers so why ░░░░░░░░ we showing you the ░░░░░░░░ worst performers let s ░░░░░░░░ in David tinafeyer and ░░░░░░░░ flynn Do investors want ░░░░░░░░ be picking up cheap ░░░░░░░░ ahead of the weekend ░░░░░░░░ going into the weekend ░░░░░░░░ or short I think ░░░░░░░░ noise trader risk is ░░░░░░░░ an all time high ░░░░░░░░ as evidenced by another ░░░░░░░░ of gamestop scenario I ░░░░░░░░ look if you didn ░░░░░░░░ get scared from the ░░░░░░░░ ride the first time ░░░░░░░░ gamestop and you are ░░░░░░░░ there for a second ░░░░░░░░ you ve got to ░░░░░░░░ really crazy so I ░░░░░░░░ it s time for ░░░░░░░░ who care about risk ░░░░░░░░ really move into some ░░░░░░░░ these safer names and ░░░░░░░░ hyatt a lot of ░░░░░░░░ companies that have profitable ░░░░░░░░ business model s that ░░░░░░░░ trading just extraordinarily cheaper ░░░░░░░░ some of the stocks ░░░░░░░░ an airbnb that s ░░░░░░░░ way for people to ░░░░░░░░ right now Liz wait ░░░░░░░░ re not calling airbnb ░░░░░░░░ mean stock are you ░░░░░░░░ is a company that ░░░░░░░░ now is looking very ░░░░░░░░ strong and is on ░░░░░░░░ least a trajectory right ░░░░░░░░ don t know what ░░░░░░░░ call strong Liz they ░░░░░░░░ several billion dollars in ░░░░░░░░ last couple years so ░░░░░░░░ adjusted ebitda I live ░░░░░░░░ the tech level You ░░░░░░░░ see my adjusted ebitda ░░░░░░░░ s really good too ░░░░░░░░ it So firms that ░░░░░░░░ looking to move the ░░░░░░░░ post on how to ░░░░░░░░ profits are having to ░░░░░░░░ the goal posts because ░░░░░░░░ don t have real ░░░░░░░░ and look airbnb recently ░░░░░░░░ some major regulation that ░░░░░░░░ over 50 of the ░░░░░░░░ in their most profitable ░░░░░░░░ New York City to ░░░░░░░░ become illegal So their ░░░░░░░░ model has got real ░░░░░░░░ They aren t making ░░░░░░░░ they have low barriers ░░░░░░░░ entry and the valuation ░░░░░░░░ is the thing this ░░░░░░░░ why I call it ░░░░░░░░ mean stock Liz The ░░░░░░░░ for airbnb currently implies ░░░░░░░░ revenue from 10 years ░░░░░░░░ be three times hyatt ░░░░░░░░ and Hilton combined That ░░░░░░░░ what the valuation Liz ░░░░░░░░ so let me just ░░░░░░░░ in with Phil As ░░░░░░░░ Schweikert outlining this what ░░░░░░░░ you see as an ░░░░░░░░ because again I think ░░░░░░░░ pandemic has altered our ░░░░░░░░ of life I look ░░░░░░░░ things that will change ░░░░░░░░ and I do see ░░░░░░░░ things on there and ░░░░░░░░ you can see how ░░░░░░░░ may affect a business ░░░░░░░░ investment decision I think ░░░░░░░░ re absolutely right and ░░░░░░░░ think that s what ░░░░░░░░ we re seeing here ░░░░░░░░ you look at what ░░░░░░░░ ve seen in the ░░░░░░░░ when everybody was staying ░░░░░░░░ home those stocks are ░░░░░░░░ ones outperforming everything right ░░░░░░░░ compete stocks were down ░░░░░░░░ now we re getting ░░░░░░░░ possibility of vaccination we ░░░░░░░░ seeing a little bit ░░░░░░░░ a rotation but does ░░░░░░░░ mean that we re ░░░░░░░░ to go back to ░░░░░░░░ way we were before ░░░░░░░░ that mean that the ░░░░░░░░ stocks are no good ░░░░░░░░ not In fact if ░░░░░░░░ look at this chart ░░░░░░░░ the nasdac today you ░░░░░░░░ every time the chart ░░░░░░░░ tested this hasn t ░░░░░░░░ especially at the end ░░░░░░░░ the month on a ░░░░░░░░ and bounced it backup ░░░░░░░░ was a buy not ░░░░░░░░ sell and I think ░░░░░░░░ who have over thought ░░░░░░░░ nasdac trades left out ░░░░░░░░ a lot of money ░░░░░░░░ of these days it ░░░░░░░░ break down right But ░░░░░░░░ this month this week ░░░░░░░░ like the test in ░░░░░░░░ hole which means you ░░░░░░░░ to be a buyer ░░░░░░░░ a seller going into ░░░░░░░░ weekend Liz buyer not ░░░░░░░░ seller going into the ░░░░░░░░ Okay folks you ve ░░░░░░░░ about 47 minutes left ░░░░░░░░ become a buyer if ░░░░░░░░ want David Trainer Phil ░░░░░░░░ have a good weekend ░░░░░░░░ they watch their shares ░░░░░░░░ gamestop plummet after the ░░░░░░░░ brokerage robinhood