Behind The Idea #11: Google - Quality, But At What Price?
Google is a great company. Is it a good investment? How much should you pay up for quality? That's the topic of this week's Behind The Idea, as we look at David Trainer's argument - https://seekingalpha.com/article/4160296-nows-time-buy-discounted-tech-giant - that the recent dip is a buying opportunity. Topics covered include: The ups and downs of the buy the dips strategy (1:20) The quality of Google as a company (8:15) Potential threats to Google's moat (13:00) Risks David Trainer brings up and whether a Learn more about your ad choices. Visit megaphone.fm/adchoices
