It's not just the revenue growth. You're listening to Motley Full Money. I'm Ricky mallby joined today by Jim Gillies Jim good to see you.

Ah it's great to be seen thanks Ricky.

So big tech earnings they're kicking off this week the show is going out as Microsoft and Alphabet Report, excuse us for our

timeliness. Jim, I know you're not a tech investor and I'm baiting you with that.

But is there anything you're keeping an eye on from the mega caps.

Okay, I mean, yeah, I am a tech investor

when it makes sense for me to be a tech investor,

we'll put it that way. You can feel free to ask me about my cost

basis. This is Amazon, Apple Shopify, Mercado, Libre, and I'll leave it at that.

Or what I did with Apple in late of 2018, 2019 when you were buying the

premier cash generating story of our generation for 10 times cash flow.

But anyway, what am I looking forward for out of big tech?

Basically, I just think it's largely

going to be more of the same.

I think Amazon looks like they probably

have some pop in them coming up.

Microsoft will probably continue their excellence. have some

questions about Apple,

especially, evaluation-wise in context of,

in context of, you know,

they shall we say growth dearth and, you know, most more recently it's been,

valuation ratios have been elevated versus the growth profile so I'm interested to see that

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