Mark Mahaney

What if you could make that stop? With LPL Financial, we remove the things holding you back and provide the services to help push you forward. If you're a financial advisor, what if you could have more freedom but also more support? Ready to invest? What if you could have an advisor that really understood you?

What if you could make that stop? With LPL Financial, we remove the things holding you back and provide the services to help push you forward. If you're a financial advisor, what if you could have more freedom but also more support? Ready to invest? What if you could have an advisor that really understood you?

What if you could make that stop? With LPL Financial, we remove the things holding you back and provide the services to help push you forward. If you're a financial advisor, what if you could have more freedom but also more support? Ready to invest? What if you could have an advisor that really understood you?

When it comes to your finances, your business, your future, at LPL Financial, we believe the only question should be, what if you could?

When it comes to your finances, your business, your future, at LPL Financial, we believe the only question should be, what if you could?

When it comes to your finances, your business, your future, at LPL Financial, we believe the only question should be, what if you could?

Well, both of them fall into what I call DHQ camp. So dislocated high quality camp or whatever. They're great DHQ opportunities. So I look for the highest quality assets in the space. And that would have to include Amazon, Meta, probably Google. I'll go a little further out on that. On the risk limb, I'd probably include Dash, Uber, Booking, Shopify, Spotify, Netflix.

Well, both of them fall into what I call DHQ camp. So dislocated high quality camp or whatever. They're great DHQ opportunities. So I look for the highest quality assets in the space. And that would have to include Amazon, Meta, probably Google. I'll go a little further out on that. On the risk limb, I'd probably include Dash, Uber, Booking, Shopify, Spotify, Netflix.

Well, both of them fall into what I call DHQ camp. So dislocated high quality camp or whatever. They're great DHQ opportunities. So I look for the highest quality assets in the space. And that would have to include Amazon, Meta, probably Google. I'll go a little further out on that. On the risk limb, I'd probably include Dash, Uber, Booking, Shopify, Spotify, Netflix.

There's about 10 of these that I think are really high quality. And then the question is, when do they get dislocated? Look, we began this year with multiples that were relatively high. I thought there was only really one DHQ at the beginning of the year, that was Uber.

There's about 10 of these that I think are really high quality. And then the question is, when do they get dislocated? Look, we began this year with multiples that were relatively high. I thought there was only really one DHQ at the beginning of the year, that was Uber.

There's about 10 of these that I think are really high quality. And then the question is, when do they get dislocated? Look, we began this year with multiples that were relatively high. I thought there was only really one DHQ at the beginning of the year, that was Uber.

But given the market sell-off, you've got a chance here to buy some of the highest quality assets that kind of, they're not fire sale prices, but they're on sale. And Amazon is one of those. It's trading at one of its lowest PE multiples ever, 23, 24 times earnings. And I know that there's a lot of near-term issues and we'll talk through those.

But given the market sell-off, you've got a chance here to buy some of the highest quality assets that kind of, they're not fire sale prices, but they're on sale. And Amazon is one of those. It's trading at one of its lowest PE multiples ever, 23, 24 times earnings. And I know that there's a lot of near-term issues and we'll talk through those.

But given the market sell-off, you've got a chance here to buy some of the highest quality assets that kind of, they're not fire sale prices, but they're on sale. And Amazon is one of those. It's trading at one of its lowest PE multiples ever, 23, 24 times earnings. And I know that there's a lot of near-term issues and we'll talk through those.

They face the same ones a lot of other companies face. They just have a very good execution track record. So my guess is that they'll handle them better than others. And my same pitch would go with Meta, which is the stock with the trade-off is trading at one of the, it's not as bad as it was in 2022, but it's one of the more attractive multiple shots you've had.

They face the same ones a lot of other companies face. They just have a very good execution track record. So my guess is that they'll handle them better than others. And my same pitch would go with Meta, which is the stock with the trade-off is trading at one of the, it's not as bad as it was in 2022, but it's one of the more attractive multiple shots you've had.

They face the same ones a lot of other companies face. They just have a very good execution track record. So my guess is that they'll handle them better than others. And my same pitch would go with Meta, which is the stock with the trade-off is trading at one of the, it's not as bad as it was in 2022, but it's one of the more attractive multiple shots you've had.

in I'd say the last two years, then I think the fundamental story is very much intact. So that's why Amazon and Meta would be two of my top picks.

in I'd say the last two years, then I think the fundamental story is very much intact. So that's why Amazon and Meta would be two of my top picks.