>> start with skechers. the greenberg family has done a great job growing the business.have grown sales in china as the pandemic lifted there. starting to see sales growth in germany. number three shoe brand behind obviously nike and adidas. it is compelling balance sheet, net 700 million in cash, the shares at 30 we think are worth in the mid 40s. trulieve is local story as florida-based surfer as i am. they have 55 dispensaries for cannabis. not that i partake at this stage of my career. they have 385,000 people licensed to take cannabis. that is growing rapidly. they will generate 160 million in ebitda, be cash flow positive. we own 9 and 3/4, 2024 notes. equity is absolutely screaming. in the case of skechers, and trulieve with management with ownership stakes. liz: hold on a second. i want to interrupt you here because i guess they're running a little bit late, but joe biden, kamala harris, the presumptive democratic nominees, that will be the ticket are about to appear in wilmington, delaware. president trump has certainly had an economy. he generated an economy in

radar winner during this pandemic soaring nearly 270% since the march lows, easily beating out nike, skechersn to comfort during the stay-at-home era. joining us now for an exclusive interview is the ceo, crocs ceo and president andrew rees. andrew, thank you for joining us what is driving this boom in business >> my pleasure, happy to be here i think one of the things is exactly what you said, comfort three things i think we're incredibly well positioned as a brand. the consumer is looking for comfort, value, easy on and off and looking for a shoe that can be fun and personalized. one of the fantastic thing we do is personalize using little things i stick in the shoes called jibbetts. one thing we did was reach out and support frontline health care workers we gave 680,000 mares of shoes, retail of $40 million for frontline health care workers. we had them come to the website to do that, so we captured e-mail addresses we created a great deal with that we felt good about what it did and also the impact on the company. >> i think a lot of people can relate to the comfort thing. i haven't taken