depreciation policy

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 8, 2026 by Rajiv Jain · across every show →

Everything said about depreciation policy, oldest first

Jun 8, 2026 bearish

What-if

Jain: Google's operating margin would be single digits without depreciation changes

“If you look at Google, if they had not changed the depreciation policy, the margin would be high single digits, operating margin.”

Rajiv Jain Jun 8, 2026 ▶ 32:36 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)

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depreciation policy

Everything said about depreciation policy, oldest first

Turn any episode into a week of clips.