Visa and Mastercard may be as inflation resistant as any company that I know of because they have something that's called a take rate. So if there is inflation, they are generating a larger cash return on the transaction than they would have a year ago. But this is a company that is still the circulatory system of global commerce. These are serious people, Bill. And they're like us.
Google's parent company disappointed Wall Street, but share buybacks continue.
(0:21) Bill Mann discusses: - Alphabet being a strong business, despite recent downturns - Spinning off YouTube being an idea that doesn't make sense - Visa wrapping up the fiscal year in strong fashion - CEO Al Kelly being among those who do not expect a recession in 2023
(10:56) Shares of Roku have fallen more than 75% year to date. Ryan Henderson and Jose Najarro engage in a bull vs. bear debate over the digital media player company.
Companies discussed: GOOG, GOOGL, V, MA, ROKU, NFLX
Host: Chris Hill Guest: Bill Mann, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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