Post #10 by Lear on the Alphabet board

Stocks A to Z / Stocks G / Alphabet (GOOG)

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Thanks for this. An older substack piece, pre Q2, that is also worth a read:

https://open.substack.com/pub/guastywinds/p/dollar...

I think the discussion of the unexplained resignation of the CFO now seems prescient, among other things (e.g., I think DG's failure failure to compete with WMT on price really showed up in Q2, as did the admission that the labour issue is probably a longer lasting item that it appeared in Q1).

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