Yesterday afternoon, Ensemble Capital’s chief investment officer Sean Stannard-Stockton appeared on CNBC’s Squawk Box Asia to discuss Google’s blow out results and why the newly disclosed, larger than expected losses in the Cloud business segment was good news for shareholders.

(Click the link above to view the video if you are reading this in an email)

For more information about positions owned by Ensemble Capital on behalf of clients as well as additional disclosure information related to this post, please click here.

For more information about positions owned by Ensemble Capital on behalf of clients as well as additional disclosure information related to this post, please CLICK HERE.

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