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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: Mark   😊 😞
Number: of 15055 
Subject: Re: AAPL PE when WEB was buying
Date: 03/31/2025 6:42 PM
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And at 19, there is no particular reason to plan on further multiple compression as a headwind. They could stay in the high teens forever, in effect, given what I perceive as the high quality resilience (others may disagree).

They're primarily an advertising company. And with a recession coming, advertising will slow. Furthermore, I just saw a stat that AI "search" has just passed google search. Now Google has an AI too, but so do so many others. So that can't be good for google. That's a tailwind to me.
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