steve ballmer independently discovered this. after the talk, i was being taken on a tour. .hey took me to the whiskey room. it was amazing room with great selection of single malt scotch is, foosball tables, beanbag chairs. when they get into it as a team and run into a wall, trying to solve some problems, they are not solving it. banging their head against the wall isn't working. instead of remaining in front of the computer and continuing to bang their head against a wall they go into this room. they pour themselves scotch and sit in some chairs. they just start talking. what they discover is that often one or another person at a certain blood alcohol content level will have a new solution to get around this problem. just like the navy seals example, this sat -- stuck to my mind in a way that organizations are using chemical intoxicants instrumental to solve very specific problems. host: as you write in the book, there are some people invited -- not invited to the parties. women and those don't drink are not a -- invited in. that is one of the downsides of using it as a to

microsoft, interesting how microsoft makes leadership changes on the same day because in 2014 you had steve ballmer over the reins of the chairmanship to john thompson as well but microsoft's second-biggest company behind -- stuart: apple. apple is well above 2 trillion, microsoft at 1.9 trillion. if it goes up a couple bucks it will be at $2 trillion. >> all cloud. stuart: give him credit. next case, hospital operator tenet healthcare on the upside, 2.5%, they announced the sale of 5 hospitals in florida, steward health is buying them, the price, $1.1 billion, 10 it up to a half%. the honest company, jessica's company they make household products. that was their first earnings reports and they went public and they are down. what happened? >> they had a wider the next exit loss in the first 3 months of this year. jessica alba is a leading name in this company but when you're losing more money than anticipated that is not a good sign for growth for the company. sales were better with higher demand for cleaning products during covid but what happens afterwards and how long does that star power last i

[ bleep ] elon >> we're not selling >> and some words about elon >> and steve ballmer came out -- no,'s a very -- >> -- emotional. passionate >> -- passionate musk took to twitter after the video saying -- tweeting, bitcoin is a hell of a drug. and it works both ways, i guess. it's worked on him and he's going through withdrawal, i guess. he's going to rehab. >> yeah, in the interview, max keiser did an interview with cnbc africa. you got to see -- >> he wanted to come on here >> unbelievable. yeah >> really wanted to come on -- >> you mean not seven seconds away, but like a minute, just to handle what's going on >> it's even on cable? >> even on cable -- >> yes >> i mean, we've had say few clips here no, this was like nothing we've seen before. >> what's the worst thing we could say? >> well, i heard him say something there. >> yeah, but we bleeped it out >> right but if you say it repeatedly over and over again, over a minute, you can't bleep it out fast enough. >> okay. all right. our next guest says he's very bullish on value stocks. it's very hard to be bearish right now given th