[dasil003]

But that would be even less reason to change strategy. Look, there are an infinite number of things that could kill Google in the future. The only real certainty of life is death. But they can't be speculatively jumping on every potential future threat just because Goldman Sachs said you should buy; it makes them look foolish. Successful companies should stay true to themselves and give their own DNA a chance to win with full commitment, if they lose they lose but at least they won't have suffered a fear-based implosion.