joining us now is vanessa rubio marquez -- is rishi jaluria.t's another big day when we think about valuations and the re-rating of the high flyers during the pandemic. kick us off, broadly speaking. how are you looking at valuations at this moment? >> thank you so much for having me. increasingly we have to get away from the profit experience we have had for the past two years during pandemic and drill more on free cash flow and profitability. to that extent we are seeing attractive opportunities out there with high quality companies and zoom info trading with pandemic darlings going through struggles where's the -- zoom where we like these sort of names and the fact that there is valuation support on the profitability basis, we think these names can do well in any sort of environment and have a long runway of growth. we are increasingly looking at profitability more than we use to. taylor: when we look at the multiples on the cash flow, how much of a focus is the positive earnings over negative earnings? rishi: with those companies i think fr