The Business Brew cover image

Arnaud Cosserat and Rick Mercado - Researching Resilience

The Business Brew

00:00

Cloud as an Opportunity

The traditional business, it's subscription driven. So yes, they are exposed to the economy. They will see some impact from a recession. But at the same time, this is mission critical stuff. And then finally, like letting go of workers, it's not a great situation. It shows that management are concerned about earnings. The company reinvesting in high quality companies as against typically compete with no pricing power or zero cash flow sectors. These are the companies that stand to tend to stand to test some time.

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