Dividend Talk cover image

EP #133 - Earnings Season has started! Includes several nice #DividendHikes 💪🏻

Dividend Talk

00:00

Is There a Spinoff in the Cloud?

The focus is really cloud and AI, they're really pushing that route. Could you possibly see some sort of spinoff in the future where they spin off the kind of slow-go and cyclical nature of the person's computer business? Well, I think this happens because they created a flywheel. But I could see if they come to a phase where the growth is ending and it becomes more about shareholder value at that moment in time then I can see spinoffs happening.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app