MI258: Expect Further Stock Market Declines & A Recession in 2023 w/ Chance Finucane
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Alphabet or Google Is Still One of Our Top Positions
Google is still one of our top positions and our equity strategy. It might have some more short term downside just because a huge part of their cash flow comes from the digital advertising market, which can slow during a recession or even turn slightly negative. But if you look out over five years, we think the valuation you're paying today is pretty attractive.
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