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Dec 1, 2020
12/20
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price in the range of 75 to $85 a share talk about perfect timing for the perfect kind of stock, dierdre again we just talked about airbnb. door dash will be an interesting one. this isn't an intirely new concepco -- entirely new concept but what is remarkable you asked me what the is surprising thing about the airbnb was the fact it showed profitability and the fact that uber is so far away from profit the in their food delivery business it's remarkable what the ceo has been able to grow their market share to 50% while the other guys are lagging somewhere in the 20s and they've really come up from behind by going into the smaller suburban markets that has been a really good strategy and certainly one that d.a. davidson pointed to in that note. >> can i be a debbie downer on this >> of course >> if 20-21 the airbnb story, isn't door dash the 2021 story am i looking at this wrong, dierdre? this company would have done better if it went public a year ago. >> a year ago we had no idea we'd be ordering everything in our lives online, including burritos and salads, bob so isn't if the time no
price in the range of 75 to $85 a share talk about perfect timing for the perfect kind of stock, dierdre again we just talked about airbnb. door dash will be an interesting one. this isn't an intirely new concepco -- entirely new concept but what is remarkable you asked me what the is surprising thing about the airbnb was the fact it showed profitability and the fact that uber is so far away from profit the in their food delivery business it's remarkable what the ceo has been able to grow their...
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Dec 29, 2020
12/20
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dierdre, i'll send it over to you. >> that really brings me back to my childhood where my older brotherould have boxes and boxes of these sports cards. if only we knew where they were now. >> david and leslie, seeing a new report in the journal a few moments ago saying china may be looking to shrink jack ma's empire, consists of alibaba and alibaba affiliate and group. this would be significant because we thought perhaps this could just be a slap on the ris to ma to set an example but this would be taking it further and suggesting that some of these business, at least parts of them, would have to be handed over to beijing, something in the past that jack ma has vowed not to do. >> it's a tightrope for them i talked a bit about it earlier on the program as well it's been a tightrope for mr. ma as well. he is by far the most influence and well-known business figure in the country, having sat down with him any number of times for interviews, even during the course of those interviews it's always interesting in terms of when the conversation returned to the communist party and to the govern
dierdre, i'll send it over to you. >> that really brings me back to my childhood where my older brotherould have boxes and boxes of these sports cards. if only we knew where they were now. >> david and leslie, seeing a new report in the journal a few moments ago saying china may be looking to shrink jack ma's empire, consists of alibaba and alibaba affiliate and group. this would be significant because we thought perhaps this could just be a slap on the ris to ma to set an example...
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Dec 10, 2020
12/20
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the 119% you see on your screen this stock old at 146, we're two bucks above that level now deerd d dierdre, you spoke with the ceo of airbnb. love to know his thoughts right now. >> yeah. i said what a wild year and he said, oh my god, yes, it has been that was his first reaction. this is a company valued at $18 billion in the depths of the pandemic we've been talking about financing and there are still some questions outstanding from the s1 but as we're seeing by how it's trading, investors have been willing to look past that there was a lot of excitement around it. i was expecting that ipo prospectus to reflect more while this has shown ebidta profitability, it slipped back into losses that alarmed priority investors before this went public. i asked brian this morning if he would give us more in experiences. while they scaled back on some projects, that's not the case for experiences. this is seen as a more costly ambition for the country i also asked about the china business, which has been under some scrutiny. i asked if there was a point in which they would consider rethinking that st
the 119% you see on your screen this stock old at 146, we're two bucks above that level now deerd d dierdre, you spoke with the ceo of airbnb. love to know his thoughts right now. >> yeah. i said what a wild year and he said, oh my god, yes, it has been that was his first reaction. this is a company valued at $18 billion in the depths of the pandemic we've been talking about financing and there are still some questions outstanding from the s1 but as we're seeing by how it's trading,...
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Dec 15, 2020
12/20
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people own are where they live, how long they're staying there this conversation i've got to think, dierdreis going to shift over time. i hope we get good rules and policies, somehow congress gets digitally savvy and figures out the rules to the road whether you're a u.s. or international company and then they can move to enforcement >> as we continue to watch hours and hours of hearings, we see the ceos, questions asked. i do think the questions are getting a little better, maybe not from all the lawmakers but at least some. i'm with you on that in the meantime, a new fund survey says confident unstveors are holding very little cash stay with us, we are back in because it hasn't removed the endless mundane work we all hate. ♪ ♪ automation can solve that by taking on repetitive tasks for us. unleash your potential. uipath. reboot work. some things are good to know. like where to find the cheapest gas in town and which supermarket gives you the most bang for your buck. something else that's good to know? if you have medicare and medicaid you may be able to get more healthcare benefits throug
people own are where they live, how long they're staying there this conversation i've got to think, dierdreis going to shift over time. i hope we get good rules and policies, somehow congress gets digitally savvy and figures out the rules to the road whether you're a u.s. or international company and then they can move to enforcement >> as we continue to watch hours and hours of hearings, we see the ceos, questions asked. i do think the questions are getting a little better, maybe not...
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Dec 17, 2020
12/20
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indices up about 0.4% for the s&p and nasdaq that maps record highs, above 3,700 and 12,700 julia, dierdreu on the alley as always. with that we'll toss to skcott wapner and "the half." >>> the man who called this record run for stocks is back with his look ahead. he'll debate our investment committee. joining me are josh brown, jim lev leventhal. 52 record highs for the nasdaq this year, higher than
indices up about 0.4% for the s&p and nasdaq that maps record highs, above 3,700 and 12,700 julia, dierdreu on the alley as always. with that we'll toss to skcott wapner and "the half." >>> the man who called this record run for stocks is back with his look ahead. he'll debate our investment committee. joining me are josh brown, jim lev leventhal. 52 record highs for the nasdaq this year, higher than
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Dec 17, 2020
12/20
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indices up about 0.4% for the s&p and nasdaq that maps record highs, above 3,700 and 12,700 julia, dierdre, get to have you on the alley as always. with that we'll toss to skcott wapner and "the half." >>> the man who called this record run for stocks is back with his look ahead. he'll debate our investment committee. joining me are josh brown, jim lev leventhal. 52 record highs for the nasdaq this year, higher than one half of 1%. let's welcome in market strategist tom lee tom, welcome back. >> thanks for having me. >> you said yesterday in a note that the santa claus rally has begun right on queue you think we'll have a nice ramp by the end of the year in tact >> yes $ fed's commen-- the fed's comm yesterday indicated that there are a lot of reasons to expect at least 3800, probably higher before year end. >> at least 2% or so of where we are right now. let's look ahead you have a very interesting perspective on 2021. almost a tale of two years you have a first half scenario and then a second half the first half, which i find really interesting, you say even though you're so optimistic,
indices up about 0.4% for the s&p and nasdaq that maps record highs, above 3,700 and 12,700 julia, dierdre, get to have you on the alley as always. with that we'll toss to skcott wapner and "the half." >>> the man who called this record run for stocks is back with his look ahead. he'll debate our investment committee. joining me are josh brown, jim lev leventhal. 52 record highs for the nasdaq this year, higher than one half of 1%. let's welcome in market strategist tom...