Shannon Zimmerman
speaker
587 appearances
8 recordings
1 series
first heard Apr 2009
last heard Nov 2009
Shannon Zimmerman’s voice in public audio — every appearance, attributed to the second.
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Appearances
And so basically, Google, as we've discussed in previous podcasts, remains an ad sales company.
Microsoft is not that.
This is another diversified revenue stream for them.
And if over time, if they're patient, maybe they can affect a bigger change than they've already done with this arrangement.
Yeah, that's exactly right.
Exactly right.
And the Jeremy Grantham concept of investment risk, that exists in the ranks of financial journalists as well.
So these guys are pitching stories.
They want to be on A1.
And so what do they want right now?
Their editors are looking for happy, happy, joy, joy stories.
Oh, look, we can massage this data so that it supports that.
And then my editor says, yes, that's a part of the plan there too.
Yeah, well, it's definitely not eBay, and I think it could possibly be Amazon, but I've got this mad crush going right now on consumer stable stocks, so I'm going to say Costco.
A great company, you know, sells things that people need, not just what they want, although some of the stuff they sell also is what you want.
There's a great keyboard that I recently bought.
Exactly right.
There's a mystery of that.
So it's not the cheapest stock in that space.
I like Walmart and Procter & Gamble as well in terms of the valuation profile, but I'll say Costco.
Showing 241–260 of 587 · page 13 of 30
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