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Cash Is King In Multi-Year Recessionary Bear Market | Chance Finucane
Forward Guidance
Stock Market - Is 2019 a Difficult Year for You?
The areas that if this is the environment we're in that will hold up best Tend to be pretty fairly valued right now. We wouldn't necessarily say that orily or visa or mastercard are super cheap at the moment But they do have the right Characteristics that we think they're going to be able to hold their earnings and their cash flows A couple of other businesses that we've owned for years and we've kept uh, but uh, we trimmed the positions this year Our adobe and service now and those are software businesses that unlike a lot of software as a services businesses today that generate zero free cashflow.
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