, that is, the worst times of the confrontation between ugh and the pepsi-cola blocs , pepsi-cola dideave the russian market, now pepsi has also left, in fact, and cola, and is it symbolic at all, or is it it is also important, because i looked at 66,000 jobs, for example, this one is symbolic and this one is important at the same time, the russians are left with their favorite cool patriotism, but they will remain, uh, well, look, this is just a continuation of the isolation processes that went on at all levels yesterday at the same time for example banned the russian basketball club will play in eurasia next season, all the isolation will affect symbolically symbolic, but it will also affect and actually show that life is as impossible as before. i think that they always have to look at import substitution programs always. i think that they still need to be creative , maybe some there will be clothes made of birch bark , for example, all this was a way out, tom. it seems to me to kvass restaurants eh, and also putin admitted that somewhere ah, auto production in ukraine is falling f

i own stocks for a long time and i love those proctor and gambles and pepsi cola and the names that you were mentioning but i think there are others that you could add now. >> so bad times are good you could make good money in bad times or you could begin to do that so let's nibble at some of the names that you do like right now and explain your reasoning for them let's begin with amazon. and i'm amazed that -- not amazed, but look at three businesses and the one we associate most with it which is retail is sort of your after thought here >> well, retail is kind of a looser and it is the way they buy market share at amazon they buy market share and a customer base by flat to losing money on their retail. the cloud, and their cloud services are hugely profitable and so are advertising and the more users and the more market share they soak up, the better they've got a aa rating from s&p 500. they're down 40% off the high. 40%. so for all of the people who have been telling you for years you have to own amazon, i didn't own amazon i thought it was too expensive down 40% i think i start to