Google lacks a clear plan to improve cash efficiency or use capital intelligently, causing shareholder sentiment to decline.

“there is also this big kind of shareholder sentiment of being let down that there isn't an improvement in either cash coming out of the business or in cash being used in a smart way with the business”

Microsoft is a compelling buy despite its recent pullback.

“At this point in time after these numbers, I would actually be um I'd be more inclined to tell investors to buy Microsoft on this dip on this 12% or so pullback.”