Good ideas and conversation. No ads, no tracking. Login or Take a Tour!
$80 billion in cash holdings is 16% of the valuation given for Google/Alphabet. Is 16% unusually high? This is pretty obvious, but it's not all that obvious which product, service, or acquisition will make more than 2%. Google could buy Uber, but Hubski thinks Uber is a blister ready to pop.These companies would be better off investing in anything — a product, a service, a corporate acquisition — that would make them more than 2 cents of profit on the dollar