david sowerby, portfolio mager at ancora advisers.me y to ha here. >> my pleasure. >> it's the story of the last couple of months. do you view it ashat they call a bubble stock and how would you assess stocks that have gone too fast?oo >> first, i don't own it because i can own stocks that have a price to sales of almost times sales negative cash flow and negative profit margins anda i don't think there's enough barriers to entry that makehat kind of valuation that's priced for sabthood, frankly, something you want to be long in your portfolio, and it all comes back to when stocks have excessive valuations, fundamentals don't allow you to analyze andva put a true on the stock when there's what we'll call fomo, fr of missing out, that supersedes the desire to own a stock. o au those lead me to the conclusion whether it's beyond meat or a tesla or a bit coin in january of 2018. those are all bubbles. >> what do you do, though, vid? >> there is a definite interest inan based foods right now. fake meat, if you will. >> sure. >> a lot of f