
209: Neeraj Monga – Contrarian Stances on Fundamental Inflection Points
Chat With Traders
00:00
How to Be in the Same Neighborhood as Apple and Google
I think the management missed out on the inflection point. Blackberry was generating so much free cash flow, instead of reinvesting it in R&D or keeping it on their balance sheet for a rainy day. And I had a big problem with that, and I said to them, so we are in a neighborhood where Apple has $100 billion of cash on his books.
Transcript
Play full episode