Owned and added since 2005 (never sold a share), love the business, been adding more since it hit 115 over the Summer and been averaging down, solid mgt showing more discipline, great divisions/moats, P/S 4 (avg. 6.5) in recent years, P/E 16.5, ROE 26%, great balance sheet, 116B cash, great FCF, 70B approved in buybacks, belief in digital ad spending /cloud/ YouTube will resume growth, off 43% from 52 week high, willing to be patient beyond this doom and gloom, Jim and others have provided insightful and provided optimistic data and opinion. Who knows, but I know I ain’t selling!
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