Sean Stannard Stockton - Managing In a Volatile Environment
The Business Brew
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Are the Costs That We Can't Get Rid Of?
Do we get to see some of these companies flash their true profitability, that's been the sort of promised for so long? Do we get to test that thesis finally, and see which revenue is not created equal? I guess i think we saw a version of that, almost, like a mere mage of that, over the last two years in google. And you've seen how margins have expanded dramatically. We can't know exactly how they're oing to react in the staglation or environment, or if we don't get staculation, we just have continued inflation. But at leastwe deeply understand the business models.
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