MRKT Call 10/25/22: Stocks Surge Ahead of Big Tech Earnings
RiskReversal Pod
00:00
I Like Google on the Back of Snap, Full Disclosure
I think the company best suited to sort of handle and with sort of withstand and get through the environment that a Snap finds themselves in is a name like Google. When you back out cash, it's actually or incorporate cash, let's say it's cheaper than the valuation suggestssort of on the first glance. And I think there's a chance that even if they just come in and line, it'll be enoughGiven the backdrop of what you've heard from Snap and what you probably hear from Facebook. So I sort of like Google here into this number.
Play episode from 25:17
Transcript
