
Matthew Harbaugh
@themattharbaugh
Quality GARP Investor | Trying to buy wonderful businesses at fair prices | Sharing my journey at matthewharbaugh.substack.com
ID: 1648503530221883400
https://linktr.ee/themattharbaugh 19-04-2023 01:47:45
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Drew Cohen of Speedwell Research on $GOOG $GOOGL 3 main risks 1. Product encroachment 2. Form function changes 3. AI changes competitive landscape "AI is like a heat wave: it's not impossible, but it seems unlikely something doesn't catch fire."






