This is not a business in trouble. There are questions about this business. I don't know what the answer is with YouTube. Google's issue is not that they're having any trouble at all generating cash flow. This was one of those quarters that gave some ammunition to the people arguing that YouTube needs to be spun off.
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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