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I believe these companies have 30% more workforce than needed, if they wanted to drive earnings they could. Big Tech being a value... if not already, definitel
by jacob0385 4y ago
I believe these companies have 30% more workforce than needed, if they wanted to drive earnings they could. Big Tech being a value... if not already, definitely getting close. I see this as a "get lean" opportunity.
- adam_arthur 4y agoIt’s fair to say that companies like GOOG could easily be at a PE of 10 or less today with more financial discipline. It does provide a lot of buffer against recessionary times