Travis Hoium

I think we're going to look back at this as one of those opportunities with Disney, just one of those companies that if you think about things are going to be disrupted by artificial intelligence, one thing that isn't is those real world experiences like going to Disney World.

So Disney, add it to your watch list.

Let's rapid fire here.

We got two left for each of us in a couple of minutes.

So Lou, why don't you drop two on us?

I'm going to throw out into it a couple of companies that I don't think are going to be disrupted by artificial intelligence in the way that a lot of investors currently do into it.

We're going to have to do our taxes somewhere.

Accounting has got to happen somewhere.

I don't think we're just going to throw it into a chatbot.

They're trading for 16X forward earnings.

Nobody likes paying that bill into it when you got to do your taxes.

But in the next couple of weeks, a lot of us are going to be paying them a little bit of money to help file our taxes.

The other one is Workday.

Guess what?

All these AI companies use Workday.

So why not own Workday?

12 times forward earnings.

I just think another one.

Disruption probably not on their horizon.

Possible, but definitely like the pricing there.