If there's a recession, which company(s) could best weather the storm and why?

Visa EffOffBoy
Jun 6 46 Comments

"all of them are going to hurt" won't cut it we want details

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TOP 46 Comments
  • F5 Networks RRA
    Albertsons
    Jun 6 3
    • Microsoft UMbR31
      Came here just for this. 🥂
      Jun 6
    • New / Eng cousin
      I’ve been LCing for months so I can be ready when I apply.
      Jun 7
    • Intel D’s🥜
      We should all be applying to Albertsons daily.
      Jun 7
  • LinkedIn fatLdySngs
    Linkedin, Indeed, Glassdoor, ... any companies in the job search space go up when everyone gets fired
    Jun 6 4
    • Cloudflare ahCQ01
      You forgot Blind
      Jun 6
    • LinkedIn NotShroff
      More views on LI yes, but the money is in recruiting, which will fall. I disagree with fatLady
      Jun 6
    • Intel pFVD84
      Assumes that people leaving the workforce will want to get a new job when most people leaving the work force will be Boomers entering retirement.
      Jun 6
    • ViaSat lchunter
      Glassdoor and Indeed are owned by the same company. Lucky them
      Jun 6
  • Google verysundar
    Google.
    Jun 6 2
    • Google / Eng 🍑☁️
      Doesn't ad spend basically track the broader economy tho?
      Jun 6
    • Intel pFVD84
      Nope
      Jun 6
  • New / Eng cousin
    Leetcode will rise and beat everyone in revenue.
    Jun 7 1
    • New / Eng Bsky
      😂 Lol
      Jun 7
  • Oracle / Product
    orclbuta

    Oracle Product

    PRE
    Amazon, Microsoft, Google, Facebook
    BIO
    OCI future is cloudy
    orclbutamore
    Guns tobacco and liquor
    Jun 6 0
  • Snapchat aFcf78
    Snap
    Jun 6 2
    • Uber myusern
      How? I feel snap is the type of company that would get wrecked the most
      Jun 6
    • Intel LvOT55
      Because everyone has a phone and a economic downturn isn't going to stop people from using it. So, they'll be able to sell ads to companies desperate for customers
      Jun 7
  • Bloomberg Terminal!
    Bloomberg.
    Jun 6 0
  • New / Strategy
    Porsche996

    New Strategy

    PRE
    Tesla Motors, Amazon, BMW, Google
    Porsche996more
    McKinsey, Amazon
    Jun 6 0
  • Oracle lordapples
    Any companies that have a slow moving customer base or sell economically inferior goods.
    Fixed cost driven infrastructure, cheap staple consumer goods, things that waste time, and things that make people feel safer and/or more oblivious
    Jun 6 3
    • Visa EffOffBoy
      OP
      so basically Netflix
      Jun 6
    • Oracle lordapples
      In terms of revenue, probably. Unfortunately that's not how equity markets work
      Jun 6
    • Oracle lordapples
      Actually I'm not sure of even that.
      People are likely to try to save by cutting down to only one vendor. The number of players is only growing, and many people currently subscribe to multiple
      Jun 6
  • Salesforce Salesforc
    Salesforce and amazon
    Jun 6 0
  • LeanTaaS ♥️ data
    My company LeanTaaS.

    Healthcare :)
    Jun 6 1
    • Oracle lordapples
      This is actually not as true for healthcare as a whole as most would assume. Outside of niche treatments, healthcare services are actually pretty epastic
      Jun 6
  • T-Mobile / Design 9e72p1nq
    Telecommunications - wireless
    Jun 8 1
    • T-Mobile / Design 9e72p1nq
      Being in Telecom helped many families do well during the great depression and there were no Telecom layoffs in wireless at the company I was working for from 2007-2012
      Jun 8
  • Intel D’s🥜
    Student loan debt owning companies - you can’t bankrupt out of it.
    Jun 7 0
  • Amazon / Other Valon
    White House
    Jun 6 0
  • MailChimp Ht67845
    I feel pretty good about mailchimp. Cash reserves, diverse (and huge!) user base, and no board to force layoffs.
    Jun 6 0
  • Epsilon ySPg80
    TCS becaause experience certainty!
    Jun 6 0
  • Amazon / Eng idk_
    Definitely Amazon. They’re a consumer staple and bezos thinks long term and doesn’t concern over current market volatility
    Jun 6 2
    • Amazon
      ps.ily

      Amazon

      PRE
      Google
      ps.ilymore
      AWS needs to split apart from Amazon
      Jun 6
    • New / Strategy
      Porsche996

      New Strategy

      PRE
      Tesla Motors, Amazon, BMW, Google
      Porsche996more
      You know AWS is like byproduct from Amazon website?

      If they start competing with USPS, it would be no surprise.
      Jun 6
  • Facebook public2
    The ones with the low margins.
    Jun 6 2
    • Groupon fucklc
      Groupon
      Jun 6
    • Microsoft UMbR31
      Why Facebook Public, apart from Amazon, what do you mean?
      Jun 6
  • GoodRx / Mktg Titan3Ship
    GoodRx. People need their drugs and can’t afford them either way.
    Jun 12 1
    • Intel D’s🥜
      As unemployement increases, healthcare coverage decreases.
      Jun 12
  • New / Other
    DuQvV7y

    New Other

    BIO
    Did stuff. Hustled hard. Retired
    DuQvV7ymore
    Companies with cash on hand fare better.

    Mass lay-off will happen as this reduces revolving expenses.

    Tech may not fare as well as many think because the cash at hand is often trapped overseas.

    If things get bad enough congress will be incentivized to create another “tax-holiday for foreign fund repatriation”.

    Let’s hope it doesn’t get that bad though.
    Jun 10 1
    • Intel D’s🥜
      The tax holiday will happen without another recession
      Jun 12