Not great defensive stocks in a recession or near recession given they bigly rely on ad revenue so that would be a no from me, dawg, but maybe if they get cheap enough…


I haven’t been paying close attention to Amazon but it’s PE is now relatively cheap compared to where it had been…I’m guessing due to recent stock buybacks and the couple of really good earnings quarters. Retail biz going into a slowdown isn’t ideal but I’d rather order from Amazon if I can than make a trip to the store…and they have cloud biz.