Microsoft and Alphabet’s Cash Stacks

Microsoft’s cash flow is astounding, and Alphabet’s CFO moves to a pretty cool position – CIO with a big check book.  

 

(00:13) Tim Beyers and Dylan Lewis discuss:

 

- Microsoft’s strong cloud business, and why the stock’s selloff on guidance is misguided

- The slow roll of AI and how investors need to be patient with new tech efforts. 

- Why Alphabet may have more good days ahead of it when the advertising market rebounds. 

- The legacy of Alphabet CFO Ruth Porat

 

(16:14) Match group and Bumble have millions of paid users... but how many of those daters are sticking around for a while? Mary Long caught up with Motley Fool contributor Ryan Henderson to discuss the business of dating apps.

 

Companies discussed: MSFT, GOOG, GOOGL, BMBL, MTCH

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Engineers: Tim Sparks, Dan Boyd