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Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing Slowdown

The Acquirers Podcast

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Is There a Risk in Google's Ad Spending?

The company has been insulated from the cyclicality of advertising for most of just because they've been growing so fast and stealing from other channels offline. I wonder if they see a little bit of softness through this period too. Probably going to see this time. They probably reached that saturation point where they thecyclicality turns up. So the day I buy it is they'll stop. Then it'll roll over. It's naturally naturally.

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