Finding Value in the Cloud, Goldman Sachs Names Uber Top 2023 Pick & Cloudflare CEO Matthew Prince Shares Cybersecurity Outlook 12/14/22
TechCheck
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What's the Base Case for S&P Earnings?
Meghan Schu: For every call, there is that argues inflation will moderate in the coming year. There's the commensurate call that earnings will be a symptom of that. We're probably more in the $2.15 to $2.20 earnings camp for next year; we expect some earnings contraction. Meghan, looking within tech, I know your favorite in cloud. And enterprise names over some of the consumer tech names. How much does that have to do with, you think of the valuations have come down too much? Or do you think there's more opportunity for take privates?
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