>> i think you have a case with pelton or a zoom where i think the valuations are really, really tough relative to where i think at leaf the near-term growth are a couple other names that i think make sense here, draftkings, which completed a big deal with gold nugget, where i think -- staying at home, online sports betting, these are trends that are just beginning this company is consolidating a space that really continues to grow on the addressable market like that a lot. zillow that i think the real estate market boomed, people shopping around, people -- some of the trends that are going on in the housing sector are ones that are very, very early stage. what they are doing with their premiere home offerings -- inventory has improved a lot have this stock. the valuation doesn't make sense. >> the fact that zillow is down 50% in one of the strongest housing markets, you are not a big fan. but you like draftkings, zillow. this is picking from the traditional stay at home what about netflix that has gone nowhere? >> again, when i think about the move that netflix has made in the last co