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tv   Mad Money  CNBC  February 11, 2021 6:00pm-7:00pm EST

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or sell against your long stock. >> you said bumble was bouncing ts it went over your head lamb research, lrcx. >> don't go anywhere, mad money with jim cramer starts now my mission is simple, to make you money i'm here to level the playing field for all investors, there's always a bull market somewhere and i promise to help you find it "mad money" starts now >> hey, i'm cramer welcome to "mad money. welcome to cramerica trying to make you some money. my job is not just to entertain you, but educate and teach so call me or tweet me there are two ways to approach this market. you can charge into the battleground stocks. the short squeezes the rebellions, the storming of
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gamestop and tilray gates and the latest back attack or you can stop, look around, observe, dig in and try to make money. recognizing discretion is a part of valor after a tepid day, the dow slipped 7 points one of the great things about the robinhood revolution, whatever you want to call it at this point, the one that imparted 20 million new investors to the market is many of these people have uncanny instincts and i praise them every night. there is data from all the major brokers showing youthful investors ran straight into the co-busvid abyss while the pros n out and got nothing. many new investors do the work, the homework, they're throw backs to a style i love, the one pioneer by peter lynch of if i di fidelity he researched them and buying them if they could stand the test of time you can read more about it in his amazing book "one up on wall
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street". that inspired my entire wall street career. but after the dotcom collapse, the new convention wisdom says it is impossible to consistently beat the market. you're a moron for trying. put your money in a nice low cost index fund. i think that's wrong index funds are a great choice for lots of people my view gets very little traction i think you own some stocks. last year the merry men showed up and believed in me. that thesis. and it ended the chapter by investing. yes, they want to go back to the peter lynch way. they observed the world around them, they do the homework, and then they buy. so far, so good. i find them inspiring. then something changed they discovered another way to make money, the gamestop interreg since thing, as i said last night, these crazy moves smack of frothiness, part of the market on the whighway to the
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danger zone. i want to get back to the research revolution. i'm going to show you how it can work because maybe we forgot let's start with an observation maybe you've seen on a saturday night live it is a hilarious exit there is a reason zillow is known as house porn, but now 15 years in its existence, he's gone to a whole new level. this skit was amazing, hilarious. if you use the peter lynch method, you could have bought zillow before the quarter that went up 17% today. you'll discover zillow is benefitting from reshuffling, people living cities because of covid. customers want simplicity in one click. had it is something they don't care a ton about, they just need to get it done he goes on to cite the amazon
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prime model as inspiration saying, when people want to do is get into the new house, everything else is an obstacle yes, he's talking one click home buying can you imagine? many things can go wrong what if the housing market tanks like we saw 2007-2009. what happens then? what happens if you can't get a mortgage isn't zillow taking a huge risk here sure there is stocks, always risk, that h that's the nature of the game. this is the hot housing market, home values are appreciated double digits, fed is telling us it is going to keep rates low. to me it sounds like the perfect time to own the amazon of housing and that's zillow. that's not an isolated example i'm not cherry pick. the great reshuffling is every day. you're in a hybrid workplace, working remotely from home, you can make your office a heck of a lot bet we are lot better with sonos speakers
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you have to do the homework record results, record guidance, katy huberty called it a grammy worthy quarter i started pushing the idea our government should orchestrate a massive semiconductor to make up for the chip shortage. i think you literally put tens of thousands of people to work almost instantly who knows if washington will listen they probably won't, but that's okay the chip shortage means somebody will build more foundries, fabulous for the semiconductor equipment makers lamb and applied materials, ones i keep telling you about, caught fire here is what really matters. ten months ago, a huge cohort of young investors found a strategy that works they looked around for ideas they made fortunes that was the real revolution the one you throw off your index fund chains.
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now they're looking for get rich quick gimmicks, these are incredibly short term bets with vertical moves that blow up in your face as anyone who bought gamestop in the triple digits can tell you here is the bottom line. there are so many winners in this market, we're absolutely gettable by keeping your eyes open, your ears peeled, doing the homework, the methods that made you a killing, go back to them ask do you really need to chase some bogus spac, a whole skit on zillow this weekend and the stock shot up 70%. stick with what worked hit the next exit on the highway to the danger zone albert in maryland albert >> jim, david and busters almost back to pre-covid levels, i'm nervous it recovered too fast. i bought it at $12, should i stick with it? >> i don't think it is a bad -- there is only the competitors to the dave and busters didn't make it that's what happened with covid. so the stock is up a lot
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but i think you can go even higher they're just not a lot of dave and busters left, not, i mean, their competitors. they're the last man standing. mark in ohio mark >> boo-yah, jim! >> electric vehicles recent upgrade from jpmorgan. what is your view on the copper king >> i like it it had such a big move one thing i worry about is free port, but this is still holding up in there. i think you got to give this one a breather before you buy, free port, i like the kid, stays in the picture. keep your eyes open, do the homework like you were doing before the gamestop interreg it was working hormel just announced it is buying planters in a $3 billion deal totally nuts i'm talking to the ceo, i like this one with valentine's day just around the corner, i'm talking to
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bumble to find out which company could have you finding love in the market i'm sitting down with the ceo and cfo of the greatest financial story of our time, paypal, after their investor day, to find out what is ahead for the company. stay with cramer don't miss a second of "mad money. follow at jim cramer on twitter. have a question? tweet cramer #madtweets. send jim an email to madmoney@cnbc.com or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com.
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hold up and hold up well, hormel foods, the company behind spam and skippy peanut butter, jenny-o turkey we found out they were in talks to buy planters nuts the deal was confirmed, this is roughly a $3 billion transaction. could that be enough to give this stock some solid momentum in a time when package foods have fallen out of style let's check in with jim snee to get a better read on the planters deal. welcome back to "mad money." >> hey, jim. great to see you thank you for having us back. >> i was doing some work and frankly they have not been able to outperform the s&p 500 except for in the last ten years you total return of shareholders stock price and dividends almost 18% compounded annual growth rate, outpacing your peer group. i think you were a very disciplined acquirer so tell us about this one, because i think it is the next big leg for hormel
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>> yeah, jim, we could not agree more this is an exciting day for us this is by far the biggest acquisition we have made in the history of our company but, you know, it keeps us on track. it maintains that discipline you described. because it does four things for us the first thing it does is gives us another clear market leader it gives us a billion dollar brand, right planters is ubiquitous the second thing it does is further penetrates the stacking category we have already got a great presence there with a number of different businesses, our hormel gatherings party trays, guacamole, salsas, and we have a significant snacking business and this just expands it third thing it does is further diversifies our portfolio. with this planters business, 25% of our portfolio is now nonmeat. so it keeps us diversified and balanced, and then the fourth thing that it does is it allows
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us to leverage our balance sheet in a continued discipline, and responsible way, with an effective purchase price of $2.8 billion, this is a great deal and it checks all the boxes for us. >> couldn't agree more one thing, jim, the company you acquired from has had to some difficulties in trying to maintain growth and also spew enough cash to be able to pay dividend do you think that you will have enough, even if you levered up here, to be able to expand the brand and advertise it better because it was really kind of lost in that melange they had at kraft heinz. >> that's exactly right, jim it is a matter of priority and focus. and this automatically becomes our biggest brand and so it is clearly going to get the focus and the resources that it needs. i think kraft heinz is a great company. they have got some other great brands, but this one was kind of lost in the shuffle and if you harken back to our skippy acquisition, there is a lot of similarities to that when it was in the unilever family so we're really excited about
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what our company can bring to planters. >> i was shocked to see you're picking up a company that is 39% of the peanut market, 26 cashew, 26 mixed nut, in the salty foods, which is by far even if you look at the kellogg documents today, the fastest growing part of the entire supermarket. >> absolutely. you've got the clear market leader in a rapidly growing category, you can't ask for a better business than that. and now we plugged that into our system, this is exactly what we do, jim. we know how to build brands, we are incredible brand stewards. think about spam, think about skippy, think about applegate. we know how to innovate. last year 15% of our sales came from items that were created in the last five years. this is just what we do and it isgoing to fit perfectly >> in fall 2019, we talk about plant-based meat i was speaking with the people
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of pepsico today they recognize, plant-based is just the vegan and plant-based category just on fire. you're going to continue to develop in that area, correct? >> yeah, we are. one previous time we talked, we talked about what we were doing with happy little plants and we're probably more focused today in the food service space, we think we got a strong competitive advantage, especially in some categories like pizza toppings, but, again, you think about the addition of planters, as a nonmeat item and really that further div diversification of our portfolio opens up a lot of doorways for us. >> and how are you doing in terms of putting people through school because you know that that kind of priority is what makes it so i know that people want to work for hormel and you get better and better every year >> we're doing great the inspired pathways program that you're talking about that we announced in august, we kicked that off, we had a great response from our team members and as i mentioned to you in august, you know, it is not just
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the application process, but it is helping them navigate all the paperwork and we have so many team members who want to help them out, we have been really, really encouraged by the response that we have seen so far and it is going to lead to a great outcome, not only for the team members, but for the company and our communities. >> well, look, i want to thank you for coming on and for thinking of us this acquisition is one that i couldn't believe was available, frankly. i always felt this is one of those brands, my folks knew it, my grandparents, my kids, and that's what we call it, we don't call it nuts, planters, get the planters not many brands you say get the planters that's hormel food chairman ceo jim snee congratulations on a great acquisition. >> great to be with you. >> "mad money" is back after the break. >> coming up, a date with wall street bumble made its market debut today. is it time for investors to make their move or should they ghost this deal cramer checks out the dating stocks just ahead.
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we have had a ridiculous number of ipos this year so far few of them compared to a very exciting one we had today called bumble. a female friendly dating app that became public and it was spectacular. stock price of $43, closing at $70 and change i was excited about this one in part because the only other pure play online dating is match group. and that's been a massive winner that's the parent company of tinder with a bunch of other match-making services spun off by iac in late 2018. look at this, the stock is up 1300%. just set a new all time high earlier today. so now we got -- obvious what we have to do we have to figure out which one is better, match or bumble i know that teaching and learning can be a taxing thing when trying to bust gamestop
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but we're going to demonstrate how professional money measures compare to stocks. we're going to start with the basics match was originally match.com but now they got a full suite of dating services. including the number one dating app tinder and the faster grower which is hinge we have been a fan of this one for ages last time they sold majority stake in the stock and it hasn't skipped a beat you might think the global pandemic might be bad for business but match held up by rolling out new features like video. got believe that would get a major boost. imagine the reopening millions of people living in isolation for year can suddenly date again. talk about pent-up demand. how about bumble it is the app where women make the first move after you match with someone, the woman has to initiate a conversation now, i am too old and too married to have any firsthand experience with this stuff but that sure seems like, i don't know, smart way to cut down on digital tack on.
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bumble has an exciting story too. something out of a movie i want to make this movie. company is founded by whitney wolfe herd, still in her early 20s. after she left her marketing job at tinder in a messy separation. wolfe herd sued the company for sexual harassment and discrimination, reached a million dollar plus settlement, she keeps takeover offers from match, scored, then match sues bumble for patent infringement in a case they settled last summer over the course of this, bumble merges with badu which has a big presence in europe and latin america. badu's founder put up the money for bumble and sold it back to blackstone in 2019 after disturbing stuff came out that forced him out of the industry i'll read you the forbes headline quote, sex, drugs, misogyny and sleaze at the hq of bumble's owner. the drama keeps coming blackstone combined bumble with
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badu and now they're taking the business public with whitney wolfe herd as the 31-year-old ceo. she is the youngest female ceo to orchestrate an ipo. stock up more than 64% on the first day of trading somebody needs to write that screen write let's start with the big picture. you start at the top matches had a big portfolio of brands, the bulk of the business comes from tinder. a few years ago they bought hinge, the fastest grower, and aimed at people looking for serious relationships. they have a slower growing cash generator like our time, which targets the 50 plus demographic. bumble is more focused than match. they got just the two brands bumble, the app, is growing like a weed and accounted for 61% of the company's revenue last year, while badoo slowed in recent years. that's a more traditional online dating service big overseas. the company needs to figure out
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how to breathe new life into badoo or grow bumble so much that the other one becomes a negligible part of the business. this would be an easy call good it were bumble without the badoo, pronounced like scooby-doo bumble with badoo, i don't know, call it complicated. imagine plans to expand online dating south korean video and audio chat company with an instant translation feature. meanwhile, bumble has a platonic match-making service called bumble bff, and a networking service bumble biz, but both very small and unbelievably good interview, in the short-term she's focused on the dating business, given the strength of the industry, i think she's got the right approach the numbers, you go -- you got the big thesis and now down and we look at the micronumbers. in the most recent quarter, match had nearly 11 million paying subscribers, up 12% year over year. the bulk of those on tinder.
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bumble, 2.5 paying users, up from 2 million the year before both companies have what we call free business model, the basic services cost nothing, but people pay up for additional f functionality. bumble may be smaller but faster growing. at nearly 36% revenue growth, the last normal year 2019, which slowed to a little under 34% in 2020, match 19% clip at 2019 and 17% clip last year by the same token, match is more profitable but the margins have been flat for the past few years bumble still putting up negative earnings even though the earnings for interest tax appreciation and amortization are positive the big difference here is that match is further along in its life cycle as a business so the growth is therefore slower bumble now is where match was a few years ago. which do we prefer at "mad money" can't really make a decision
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until we talk valuation. match trades at 16 times this year's sales estimates, not earnings, but sales. that makes it expensive, okay. for a companygoing only at 1% clip people are paying up, they expect the numbers to explode once we reopen bumble can maintain growth rate, shouldn't be too hard, the stock sells for 17 times sales, expensive, we like earnings, let's -- you compare the two, you can tell that faster growth, same price sales not bad they look very similar, even though bumble is growing twice as fast as match which is better? this is about suitability. the bottom line is if you're a real growth oriented investor, bumble is certainly the way to go even if today's incredible run, it is the superior growth stock, no wonder people are so excited about it they got a more cautious approach you want online dating stock in your portfolio, match is the way to go. both great companies tremendous numbers the second half they just fill different roles in your portfolio. i need to go to henry in new jersey
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henry? >> hi. four year viewer and extremely excited first time caller, thank you for taking my call. >> fantastic >> i have been a satisfied customer of calltrix for five years now and they went public as xm management a couple of weeks ago, but the stock hasn't done much. i would like your thoughts as an investment and what you think about it for the long-term versus another relatively recent ipo, snowflake >> i have to tell you, snowflake is one of my absolute favorites. that's frank slootman, the most expensive stock in the stock market, i don't care superior growth and will have it for a long time. i'm not as familiar to opine on qualtrics. i was thinking about doing a piece about frank and how snowflake is the best in show. can we go to saul in new york? >> hey, jim, how's it going. >> good day, saul, how about you? >> great, great.
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thank you for having me. and so my question is related to the pet industry >> sure. >> as you know there is a ton of new pet owners, everywhere you look there is a dog. i would love to hear what your perspective is on the new ipo launched by petco, and if you think it is a good stock to pick up. >> i happen to really like it. i interviewed the ceo when it became public. i felt like i was a little bit alone when it became public in terms of my enthusiasm for it. i see what they're doing they're going to go head to head with chewy and great private label stuff. what makes me like it, it is a healthcare company healthcare for pets is one of the greatest businesses in the world because it is cash pay i think it is a great stock to own for the long-term. listen, both bumble and match, we can put them head to head, great companies. but if you're looking for hypergrowth, bumble is the way to go. match say more cautious approach much more "mad money" ahead including my exclusive with my favorite company, paypal,
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investor day 750 million account in accounts by 2025. that may be conservative i'm talking with the ceo and cfo. as a lucky early vaccinator, i'm reviewing my list of jab stocks. and your calls, rapid fire, the lightning round. stay with cramer coming up, the tectonic shift in digital payments is at your doorstep. will paypal's move into cryptocurrency drive growth or make this stock a bumpy ride cramer's got the ceo next.
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my hygienist cleans with a round head, so does my oral-b. my hygienist personalizes my cleaning, so does my oral-b. my hygienist uses just the right pressure, and so does my oral-b. oral-b combines a dentist-inspired brush head with the gentle energy of micro-vibrations for the wow of a professional clean feel every day. my mouth says wow and so does my oral-b. (judith) at fisher investments, we do things differently and other money managers don't understand why. (money manager) because our way works great for us! (judith) but not for your clients. that's why we're a fiduciary, obligated to put clients first. (money manager) so, what do you provide? cookie cutter portfolios?
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(judith) nope, we tailor portfolios to our client's needs. (money manager) but you do sell investments that earn you high commissions, right? (judith) we don't have those. (money manager) so what's in it for you? (judith) our fees are structured so we do better when our clients do better. at fisher investments we're clearly different.
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last 12 months have been absolutely incredible for
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paypal the cramer payments i've been recommending since before ebay spun it off in 2015. start ed trading around 40, more than doubled last year now bigger than every major bank other than jpmorgan. earlier today the company held an investor meeting where management unveiled some very boss long-term targets paypal wants to double active accounts by 2025 and tripling total payments they can become your digital wallet and rolling out new products and new tools for instore payments and cryptocurrency payments and investments. i want you to get the same pitch the professionals heard. let's check in with dan schulman, the paypal president and ceo, and john rainey, welcome back to "mad money." >> great to be here, jim jim, before we start off, i know i'm one day late, but i have to
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say happy birthday to you. and i would sing happy birthday to you, but i don't want your ratings to go down so just -- >> no, i will come back and tell you that your 29 minute speech today was spell binding. i watched it twice stopped at 20 minutes, we'll talk about that, 20 minutes and 30 seconds, you dropped the word stocks, you used the word trust over and over. that's what you've done. i've decided that's how this happened not the app, not the convenience, not the greatest, not the -- trust foundational trust that's how you're going to get to the double, isn't it? >> i think the most important thing we have as a financial services and as a tech company is the strength of our brand and that brand revolves around security, it revolves around protecting people's privacy, it involves as you know, jim, standing up for our values all
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the time as well and that -- we do that consistently and that lends this brand trust and trust is everything in today's digital environment that we all live in. >> i think that -- first of all, i want everyone to -- it is a great speech it is youtube and fantastic. one thing that was really incredible to me in terms of what trust means and translates with the numbers is that people want to do it with paypal and if it is not with paypal, they're much less likely to do a transaction. >> it is so true, jim. i think as we said in earlier today fundamental to the forward guidance we gave is this belief that digital trends are going to continue cash displacement is going to continue i said today, among the many things i look forward to after the pandemic, going to an atm machine is not one of them so we fundamentally believe these trends will continue and that people are going to gravitate towards digital wallets.
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we believe in digital wallets and we're putting one out there that we think is best in class. >> what you said, john, about the digital wallet, it is so true, we have 40 apps, we don't like most of our apps and we want them to consolidate and consolidate in a simple, clean, atmosphere, where there are thousands of compliance people who are actual asset for you, aren't they? >> so true so true. and, you know, as we talked earlier about today, people are just moving in this direction. we believe that if you look at some of the experiences that we launched over the last year, we see a much higher level of engagement when we provide those kind of experiences. so we're really just following the consumer here. >> well, dan, we talk about mission values and, you know what, if there is some banks they have taken 200 years to get to where they are and not trusted, 150 years, 100, banks were associated with hamilton, banks associated with the first national bank. dan, it doesn't work you have explained that.
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it is not associated with the customer you are about protecting the customer and that's a simple thing, but how have you been able to stay that way >> i think, jim, one of the advantages we have is the amount of data that we process through our system you know, at a minimum we're processing 30,000 transactions a minute that's at a minimum. during the holiday period, doing a thousand transactions per second so that spins off a tremendous amount of data we use that data to look at every single element of a transaction. in fact, jim, before you do a paypal or venmo transaction, we go over 130 different checks to make sure that that is you, to make sure that that transaction is valid, and we do those 130 checks in less than one third of
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a second and it is those kinds of things that give trust to a brand one, the product works as you expect it will work. two, it is easy to understand. and, three, we protect you, we protect your privacy and protect you from fraudulent transactions and i think those things along with all the great customer service that john and his team do are things that we're just going to leverage on because the world is a leapfrogging into this new digital era and as we all know, what is so important as we start to move more and more of our lives through digital platforms is that you can trust that digital platform that you know they're going to make sure your privacy is secure, and that all of your data and information is secure. >> you are a technology democracy mission led app company values that at 20:36
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said we want to be in investments. there are people, millions of people, millions i have them on twitter we see them, they are aggrieved, they feel like maybe it wasn't democracy they have been involved in. they have been involved in an app. can you create a site that the 20 million people i know, young people, trust paypal, can you create a site or have to buy a site to make it so these people can have honest, hard working people behind them making sure things clear and clear faster and they know what is in their account because trust is broken, dan. it is broken >> yeah. i mean, i think you raise a bunch of really good points, jim. i think in many ways trust is broken in a lot of places. but that isn't the case with our brand. in fact, our brand trust is accelerating it is because we try in a very consistent way to do the right things we think about our role in
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society. we think about what we do with our employees, we put our employees first, we make sure that they have financial health that they can feel financially secure we operate within our communities, within our economy, within our democracy and we take that role very, very seriously. and we try to live up to it every single day and i think if you look at the way we went into crypto, we tried to do that in a very responsible way. we tried to make it simple and easy for people to understand what they're doing when they get in there, we gave tutorials so people would have education and would understand what it means to buy, sell and hold crypto and then we put limits around some of it as well, so that people could, you know, ease their way into it before we start to ease some of those limits even more and so we really approach everything from a customer centric perspective and as we go
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into investing and democratizing more and more forms of assets, you can count on us to come on that from a customer first perspective. that is the way we are always going to be. it is the way we always have been and it is just part of our ethos. >> i know. that leads me to john. john, you guys are the savviest about crypto of anybody i deal with do you think that a percentage of your cash should be kept in crypto or is it the type of thing that john rainey wants to help customers with, but doesn't necessarily think it is aspirational for paypal? >> the thing that we want to do, jim, that we think is best for paypal is really invest our money in types of companies that provide complementary assets to our platform, that help us grow in areas where we see opportunity and so we're not going to invest corporate cash probably in sort of financial assets like that, but we want to capitalize this growth opportunity that is in front of
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us we outline today the tremendous addressable market that we see in front of us right now and the types of services that we're providing like buy now, pay later, crypto as an example, even offline qr code, those are the types of things we want to continue to invest in. be it organically or even i inorganically if we see opportunities in the system. >> last year we grew our free cash flow by 48% to a $5 billion. what we said is 2025 we're going to be generating $10 billion of free cash flow each and every year what john said, though, i think is really important is we want to use that cash, we want to use our balance sheet as a strategic weapon that may be returning cash to shareholders, it may be through acquisitions but every one of those dollars matter to us and we really take our capital allocation quite
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seriously, but we're going to be a consolidator in this industry, and there is so much opportunity that we want to make sure we have availability to that cash >> talking about fast clearing stocks, you said stocks clear too slow, they clear like checks, we want to trade on paypal instantly and have trust in our accounts for stocks can you do that forus? >> so, jim, everything we're trying to go and do right now is we're trying to take advantage of the digital architecture that we have invested, hundreds of millions of dollars into so we want things to be instan instantaneous. we want things to be tokenized so they're secure. and everything we go into, the faster you can complete a transaction, the faster you can be sure that your money can be in your account, the better off consumers are. and that, again, is something that we try very hard to move
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towards, again, much of the system today is antiquated we need to work with regulators, we need to work with central banks and governments to upgrade the infrastructure we have that's why we're investing so much in this new business unit around blockchain, digital currencies and crypto. i really do believe that we're going to come to an era in the next three to five years in which we'll upgrade that infrastructure and the things that you're talking about instantaneous secure transactions that are at a low cost will be available to everybody. >> all right, we'll have to wrap it up now. but once again, tour de force, the -- the fact that you emphasized trust, not democracy, not clean app, not this, trust, compliance, protected. if made me feel you guys are doing the mission, that you laid out to my five years ago when i was out there. congratulations for owning a fantastic analyst day, that is
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dan schulman and john rainey. coming up -- >> it is time. >> cramer takes your calls rapid fire the lightning round is next. wondering what actually goes into your multivitamin? at new chapter, its' innovation, organic ingredients, and fermentation. fermentation? yes. formulated to help you body really truly absorb the natural goodness. new chapter. wellness, well done. t-mobile is now america's largest and fastest 5g network. right now, current and new customers can get a free samsung galaxy s21 5g. the leader in 5g coverage. the fastest 5g speeds and a free samsung galaxy s21 5g. we see temperature control software giving everyone a shot at vital vaccines.
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at emerson, our software is shepherding medicines through every step of the cold chain, helping track conditions to keep each dose safe and effective. emerson. consider it solved. apps are used everywhere... to keep each dose safe and effective. except work. why is that? is it because people love filling out forms? maybe they like checking with their supervisor to see how much vacation time they have. or sending corporate their expense reports. i'll let you in on a little secret. they don't. by empowering employees to manage their own tasks, paycom frees you to focus on the business of business. to learn more, visit paycom.com (announcer) carvana's had a lot of firsts. 100% online car buying.
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it is time it is time for the lightning round! the lightning round is over, are you ready, lightning round, gary in ohio. gary >> hey, jim, happy belated
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birthday. >> you're very kind, thank you >> hey, jim, i bought xlc around 24, 25 i'm in it pretty deep. and now i'm under water. >> well, i mean, electric vehicle, one of the better ones, when the life cycle of these things, once they go back down, you have to wait for the quarter. it is one of the better ones they brought how about william in michigan? william? >> hi, jim, thank you for taking my call. >> of course >> i watch your show a couple of days ago regarding spacs and i really appreciate your insight about the similarities to the dotcom era >> yes. >> i'm calling about a fast schedule to complete, a merger during the first half of the year, with the target company already generating $100 billion in transactional volume what do you think of dfd trading at -- >> that's folly. we have to have them on. what can i say look, i'm a workday guy. that's how i recommend that
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space. that's who i do, i have to learn that story better. to joe in california, please, joe. >> hey, jim, hope you had a good birthday yesterday >> it was excellent, thank you for saying that. thank you. >> i'm in my mid-20s and looking for long-term positions in innovative tech companies that can still be bought at fair valuation. what do you think of inner digital. >> it is always keep and it does well it is a good -- it looks like it is a qualcomm but a good company, i like your idea. let's go to mo in new york mo >> boo-yah, jim! how are you doing, buddy >> having a good day how about you, mo? >> i'm doing great i'm a short time listener, i'm a huge fan >> thank you thank you. >> i hope you are doing better with your recovery. >> yes, i am thank you for saying that. thank you for asking i am
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what's up? >> i wanted to ask you about aqv. they are a company that -- >> a little guy company. this is one of those boutique companies i would love to have on they just did a deal, offering the stock, working, had a nice little gain. it is interesting to me. to celeste in new york, please celeste. >> this is celeste's husband michael wishing you a hardy and healthy boo-yah. >> i like that guy brought his a game what's going on? >> happy birthday. >> thank you >> beautiful birthday cake i loved it. >> wasn't it amazing, really fantastic. >> it was beautiful. and then i would like to get to my question, which is i've owned tyson foods since i bought it at 90 before the pandemic and now it is just been suffering at 65 and i'm rooting for it because -- >> i am too. i dumped on those guys, i got
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burned and i am hoping to pull it off because they are about to report they have been -- if you google inconsistent, you're going to see their name they did report. my bad what i say is that i will have to digest the quarter, because it is so on the fly that i didn't get to do it today. and i apologize. but it is -- it is a problematic story. i like hormel. i like branded i like better. they'll say they're branded. i really feel what -- to thomas in florida, please thomas >> boo-yah, mr. cramer thank you for taking my call. >> i've been searching for an ev play that hasn't gone to the moon yet and i have an industrial that does business in several sectors with pe ratio that is in the low 50s. i wanted to get your thoughts on sensata technologies. >> they do a good job.
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didn't get enough talk about it is just consistent and good thank you for bringing it to my attention. and that -- and that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade coming up, how will consumers change as more americans get vaccinated cramer eyes some trends that could make you money when "mad money" returns ♪♪ ♪♪ ♪♪
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what goes through your mind when you get that second jab, that delicious clear liquid surges through the top of your arm and winds your way to your brain. i'm talking about the vaccine. this is "mad money," not naked lunch. the sense of relief was so palpable your first reaction you get this, you want to go somewhere you want to see your relatives, take a trip, flee the nest i know i'm only one person this is all anecdotal. i walked out of the 24 hour vaccination tent feeling liberated and a liberated person does not want to sit at home all day waiting for food to be delivered. you want to go out to dinner my immunized brain says it is time to hit the pause button i like uber's numbers last night. unlike the others it has a nice ride sharing business.
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the food delivery side will hit a wall as more of us get vaccinated the only real leverage comes from self-driving cars i don't see them yet, do you second thought that goes through your brain, see the world. as long as you haven't been living hand to mouth, you want to take the money you saved up from sitting at home from the last year and spend it on a trip that's why i keep recommending disney just reported a much, much better than expected quarter, right after the close, even though some many businesses crushed by covid, now they have millions of subscribers, insane. it is why i like boeing so much, once people start flying again, there won't be all the pent-up demand when foreign governments reward american politicians, they buy from boeing. this is a company that directly or indirectly employs 2 million people in this country in short when the president
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makes nice with china, which i'm telling you he is, they'll buy lots of stuff that creates jobs over here. the dark side is the government has a long history of going all in on unfair trade practices and that's why i supported trump's trade war. say what you want about the guy, he recognized the prc is a competitor and did everything he could to make businesses move their operations elsewhere i think the trade situation will revert to the old status quo it is bad for anyone who works in the increasingly large number of industries targeted by the chinese company and wiped out here boeing is one of the few select businesses that benefits so my trade policy takeaway is you got to buy ba. final vaccine observation, i saw carnival had to raise more debt today, able to borerow 3.5 billion and against what, why not? they'll do fine when we reopen the cruise lines, norwegian, best balance sheet buy it is moderna doing strange things
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in my head is that what's happening sure is. i'm betting you can make money from these strange things, though provided you do them before everyone else gets the jab i like to say there is always a bull market somewhere. i promise to try to find it for you here on "mad money." i'm jim cramer see you tomorrow the news with shepard smith starts now "the news with shepard smith" starts now the case against the former president is over and the plea to republicans, vote to convict so nothing like january 6th ever happens again. i'm shepard smith. this is "the news" on cnbc. resting their case impeachment managers saying the former president knew his rhetoric would be a call to action. >> they echoed each other. stand back and stand by. trump sent us. we are listening to trump. deadly pile up. >> seeing all those cars over there, some of them are
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