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209: Neeraj Monga – Contrarian Stances on Fundamental Inflection Points

Chat With Traders

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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.

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