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What is behind this a rally . Can it continue . Good morning, gentlemen. Paul, ill start with you. Valuations getting stretched here im a little bit worried about the valuations in tech, and ive been at this game a long, long time. Fundamentals are okay. Fundamentals might even be accelerating a tad from last year but when you take a look at the valuations of some of the marquee names that you mentioned in the teaser, particularly tesla and apple, im worried interesting okay joel, how about you . Given some of the names we just mentioned, in your coverage universe, what do you like the most at these levels good morning. Thanks for having me on. Obviously with tech you want to be a lot more selective and who the winners and losers are going to be. I think apple is to the upside, but 13 times to 24 times the span of 12 months is getting a little rich. I think the 5g hype could get a little ahead of itself, especially 5g as a utility is limited in the foreseeable future i look for names i ....
School, scott green, is here tonight. Scott, can you waive your arm . Thank you. [applause] mark in uniform at the back of the room. This lecture series, which is about great military events, great commanders and sometimes great controversies in the art of war, has been ongoing since almost the beginning of my tenure 15 years ago. It has been our great series on the library. This is probably my last introduction because i have been drafted by the president so if you can identify with that, to go to washington to save the republic, which as you know needs saving. Say, thealways like to command school is the intellectual center of the army. It is selfcritical, selfaware, it plays no favorites and is the best place to learn from the experience and history of the battlefield and with extraordinary teaching and technology, to learn from todays battlefields and commanders. It is also a school for our allies and partners, and the future military leaders from around the world, a place where th ....
[applause] thank you. This lecture series has been ongoing almost since the beginning of my tenure 15 years ago. It has been our great series in the library. This is probably my last introduction because i have been drafted by the president. Some of you can identify with that. To go to washington to save the republic, which needs saving. Say, theys like to command school is the intellectual center of the army. It is selfcritical, selfaware. It plays no favorites and is the best place to learn from the experience and history of the battlefield. And with extraordinary teaching and technology, to learn from todays battlefields and commanders. It is also a school for our and futurepartners military leaders from around the world. A place where a future chief of staff of the Pakistani Army might rub shoulders with the future defense minister from india were a future commander of the I ....