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Jan 3, 2025
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huber is among your choices, so is alphabet. that's in a bit of a different league than the airbnb's and uber's of the market. mark: i would say that google at 160 is dislocated. at 190, i'm not sure that it is. this is all getting ahead of fundamentals, it's all regulatory. first, the doj antitrust case against google. they lost this in terms of search. we won't great visibility on this until august unless there is a settlement and i think those chances went up when, when, when we had, you know, the u.s. electoral results. that's a very hard thing to handicap, but that is one factor out there. the other thing is the tiktok man. we are days away from it going into effect. it's possible that it gets stayed. there is a provision in the law for that. and it's possible that there is some sort of forced sale of tiktok. but if there is a band, and the market is heavily discounting this by more than it probably should, if there is a ban on tiktok the beneficiaries will be google, youtube, youtube shorts, meta, and reelz. tim: who's the
huber is among your choices, so is alphabet. that's in a bit of a different league than the airbnb's and uber's of the market. mark: i would say that google at 160 is dislocated. at 190, i'm not sure that it is. this is all getting ahead of fundamentals, it's all regulatory. first, the doj antitrust case against google. they lost this in terms of search. we won't great visibility on this until august unless there is a settlement and i think those chances went up when, when, when we had, you...
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Jan 4, 2025
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now, the huber committee, richard nixon was very involved with that committee. correct. and held. alger hiss was one of the witnesses that testified before the house un-american activities committee, correct? that's correct. there were many, many americans were brought before the house un-american activities committee. the committee had several iterations. you're correct that nixon, when he was in the house, was an active participant in that. there were field hearings held all over the country. it became a sort of traveling roadshow, and it generated a lot of local media attention when these hearings were held. and that to, you know, translated into real national attention. so, again, this is all part of that that red scare that occurred in the in the decade that followed the second world war. now, jim towns in wheeling, west virginia in 1950, but it wasn't until 1953 that the republicans took over the senate, had control of the senate and the mccarthy hearings really took off what was going on in those three years prior? well, there had been sort of an escalating effort to make c
now, the huber committee, richard nixon was very involved with that committee. correct. and held. alger hiss was one of the witnesses that testified before the house un-american activities committee, correct? that's correct. there were many, many americans were brought before the house un-american activities committee. the committee had several iterations. you're correct that nixon, when he was in the house, was an active participant in that. there were field hearings held all over the country....
SFGTV: San Francisco Government Television
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Jan 25, 2025
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huber as well. and look forward to the the new leadership in the year to come . >> vice president eppler thank you. no, i appreciate the my my colleagues and i have the honor of serving in this role. it's interesting when i hit the request to speak button. commissioner levy's name pops up and so you know, i. i think about them and commissioner lopez and commissioner torres vineyard served as vice president during my tenure on the board and i hope to sup as l as they they served their respective presidents throughout that that time period. >> thank you. thank. thank you. >> is there a commissioner? and my team wishes to to the new vice president. >> thank you. thank you. and i will follow up with media services on the pushbuttons. >> is there any public comment on this item? i don't see anyone in the room. i don't see anyone on zoom. so we're going to move on to item number four commissioners. before you for discussion and possible adoption of the minutes of the january 8th, 2025 meeting commissioner
huber as well. and look forward to the the new leadership in the year to come . >> vice president eppler thank you. no, i appreciate the my my colleagues and i have the honor of serving in this role. it's interesting when i hit the request to speak button. commissioner levy's name pops up and so you know, i. i think about them and commissioner lopez and commissioner torres vineyard served as vice president during my tenure on the board and i hope to sup as l as they they served their...
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Jan 6, 2025
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huber announcing a 1 1/2 billion dollar accelerated share buyback program.ts an upgrade to purchase. both are higher today. were also keeping a close eye. they are on the move after foxconn reported record sales and the ceo said to give a big speech or that coming up. t-mobile, one of the losers after rbc are downgraded the name to neutral on evaluation concerns. really taking the lead in this chip rally. nvidia. >> some pmi's and some factory orders. rick, good morning. >> good morning, carl. factory orders are going to be fresh november numbers on the headline. we are expecting down by 3/10 coming out a bit worse. but there is something positive here. if you look at last month, october. it was up to tens and now it is up 5/10. that will help mitigate some of the weakness in the fresh number. transportation was a dragon, because once you separate transportation we end up with up 2/10 of a percent. that is a bit better than what we are expecting. also positive revisions to october up to 2/10. we will look at durable goods, these are november final reads. tha
huber announcing a 1 1/2 billion dollar accelerated share buyback program.ts an upgrade to purchase. both are higher today. were also keeping a close eye. they are on the move after foxconn reported record sales and the ceo said to give a big speech or that coming up. t-mobile, one of the losers after rbc are downgraded the name to neutral on evaluation concerns. really taking the lead in this chip rally. nvidia. >> some pmi's and some factory orders. rick, good morning. >> good...
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Jan 2, 2025
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huber, true and kareem, students at the university of alabama.s officials seek a motive they are honing in to the connection to isis. the fbi revealing that jabar was posting about his allegiance to the group just before he launched the attack. despite reporting he may have had accomplices the fbi said they do not believe that is the case. >> we do not assess at this point that anybody else involved in the attack is involved except for shamsud din jabbar, the subject you have been briefed on. three phones linked to him have been recovered and digital media exploitation is a priority. we are looking to see what was on the devices and determining any potential leads. we have uncovered two laptops and are reviewing them for potential leads. >> officials address the incident in las vegas where cyber truck exploded outside the trump hotel. law enforcement tells us they are looking into the possibility that both suspects shared a military background. as of right now there is no definitive link between the incidents. expect an update in about an hour. a
huber, true and kareem, students at the university of alabama.s officials seek a motive they are honing in to the connection to isis. the fbi revealing that jabar was posting about his allegiance to the group just before he launched the attack. despite reporting he may have had accomplices the fbi said they do not believe that is the case. >> we do not assess at this point that anybody else involved in the attack is involved except for shamsud din jabbar, the subject you have been briefed...
SFGTV: San Francisco Government Television
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Jan 11, 2025
01/25
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. >> deputy city attorney huber >> i being at least speak to how i read the code at least we have 19h19 provides the time of suspension of a permit. and that allows the direct to susspends it for a max of 90 days for first violation. and provides if a second violation occurs within 12 months may suspend for a max of 6 months. there are then the department of public health regulations which provide for guidance. i will start by saying, this board is bound by the code. so -- this board must follow the code in 19h19 which means that the max would be 90 days we don't have a second violation within 12 months. the dph guidelines provide a granular guidance around the time frame without reference to whether a second violation occurs within the first year. i think that is where the department is coming from. upon is under their own regulations if a violation occurs regard rolls of the time period from the first. if a second violation occurs their guidelines provide the suspension period is 20 days. those only am gun to 90 days. the dph lagzs are all within the 90 day time period the coded provi
. >> deputy city attorney huber >> i being at least speak to how i read the code at least we have 19h19 provides the time of suspension of a permit. and that allows the direct to susspends it for a max of 90 days for first violation. and provides if a second violation occurs within 12 months may suspend for a max of 6 months. there are then the department of public health regulations which provide for guidance. i will start by saying, this board is bound by the code. so -- this...
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Jan 13, 2025
01/25
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maybe we should put him in the context of huber libertarian.you kill those it is fine. i felt at the end of that interview which i did listen to twice i felt i was the buccaneers, green bay and i can't even tell you how many different teams i felt like. >> i was looking for a space to ask you how you feel about your eagles manhandling denver and i guess this is it. >> there was no green bay player left on the field after what we did today. >> i have denver in my head. >> as a bills fan as you know i was excited by the. it will be quite a matchup of course allen versus jackson coming up next weekend with the two mvp candidates. go bills. >> true. >> he is proving such a gentleman. >> he is amazing. >> i did bring it up. i brought it up. >> we mentioned the mark zuckerberg interview and the other when they are talking about is jamie diamond on cbs talking about a host of issues regarding optimism around the economy and the role he believes that terrorists -- tariffs they are away to be used. >> it is unfair competition, security editions and any
maybe we should put him in the context of huber libertarian.you kill those it is fine. i felt at the end of that interview which i did listen to twice i felt i was the buccaneers, green bay and i can't even tell you how many different teams i felt like. >> i was looking for a space to ask you how you feel about your eagles manhandling denver and i guess this is it. >> there was no green bay player left on the field after what we did today. >> i have denver in my head. >>...
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Jan 3, 2025
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you had fandom around colleen huber that has opinions about this. everybody has a megaphone.a deafening fight. one factor here, you have a very frustrated hollywood studio saying, oh my god, the hardest thing is to get an original hit now we have two people that will likely never be in the same room together unless it is a courtroom. there is a lot to unpack here. >> that was my other question, the studio's reaction on it. at a time when the studios are facing debt from the parent company or how they will compete with new breeds like netflix and beyond, how does that change the dynamics, and the risks they will take? >> another factor is that something has changed dramatically from 10 to 20 years ago, one factor is that justin baldoni's company was producing this film and brought financing to the table and automatically, they have a lot of control. so sony pictures distributed the movie but they didn't have as much control from the get go as they would have in a traditional way. 20 years ago, studios, the idea that outside finapsing would come in was very rare. 0 years agoes,
you had fandom around colleen huber that has opinions about this. everybody has a megaphone.a deafening fight. one factor here, you have a very frustrated hollywood studio saying, oh my god, the hardest thing is to get an original hit now we have two people that will likely never be in the same room together unless it is a courtroom. there is a lot to unpack here. >> that was my other question, the studio's reaction on it. at a time when the studios are facing debt from the parent company...
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Jan 7, 2025
01/25
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huber got a bit of a halo effect.ng about the upbeat guidance from them along with a buyback. nvidia, uber, the data from uber will lock into nvidia and give you the road forward, supercharging the timeline for safe and scalable autonomous driving. it was a drop the mic moment for a number of different companies. rounding it off with tesla, they are on the back foot this morning. downgrading the stock. why? valuation and execution. they shift to the price target to $490, genuflecting valuation with robotaxi counting for 50% of the applied valuation in the stock. therein lies the point. how much of tesla is about the cars. we talked about this with dan ives. the rest is on autonomous trying to in the ai trade. for now they take 2% out of tesla in the first wave this morning. jonathan? jonathan: we will touch base again in about 60 minutes. u.s. east coast dock workers union meeting today trying to negotiate a new labor deal in if they don't come to agreement, i january 15 strike would shuttle -- shutter gulf ports almo
huber got a bit of a halo effect.ng about the upbeat guidance from them along with a buyback. nvidia, uber, the data from uber will lock into nvidia and give you the road forward, supercharging the timeline for safe and scalable autonomous driving. it was a drop the mic moment for a number of different companies. rounding it off with tesla, they are on the back foot this morning. downgrading the stock. why? valuation and execution. they shift to the price target to $490, genuflecting valuation...