
Jonathan Weil
1.2K posts

Jonathan Weil
@JonathanWeil
Staff Reporter of The Wall Street Journal.
New York Katılım Mayıs 2011
1.3K Takip Edilen5.6K Takipçiler
Jonathan Weil retweetledi

Investors are fleeing the $42 billion Cliffwater Corporate Lending Fund. Many seem to believe the private-credit fund’s official net asset value is inflated, writes WSJ Heard on the Street columnist @JonathanWeil. on.wsj.com/4rzgTRQ
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Inside a $42 Billion Private-Credit Black Box: More Black Boxes | My latest at @WSJ @WSJHeard $CCLFX #Cliffwater wsj.com/finance/invest…
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The Iran war just made things even more complicated for James Dolan’s maze of companies. on.wsj.com/3OUG9EE
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The Knicks Are Undervalued. Fixing That Will Be Harder Than Winning a Championship | My latest @WSJ @WSJheard #Knicks #NYR $MSGS $MSGE $SPHR | The Dolan discount won’t go away entirely unless the Dolans do, too. wsj.com/finance/invest…
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Jonathan Weil retweetledi

“Nvidia Swears Off an Earnings Crutch, Putting Pressure on Other Tech Companies”
It’s amazing how many “profitable” big-name tech companies are REALLY UN-profitable! wsj.com/tech/nvidia-sw…
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Jonathan Weil retweetledi

Notable: If software makers made the same change and stopped excluding stock-based compensation from earnings, many would look like loss-making businesses. That includes Snowflake and CrowdStrike
Jonathan Weil@JonathanWeil
Nvidia Swears Off an Earnings Crutch, Putting Pressure on Other Tech Companies | My latest at @WSJ @WSJheard | See how cash costs related to employee stock-based compensation consumed about 24% of Nvidia’s free cash flow last year. $NVDA wsj.com/tech/nvidia-sw…
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Nvidia Swears Off an Earnings Crutch, Putting Pressure on Other Tech Companies | My latest at @WSJ @WSJheard | See how cash costs related to employee stock-based compensation consumed about 24% of Nvidia’s free cash flow last year. $NVDA wsj.com/tech/nvidia-sw…
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Meta Rakes It In, Yet Still Borrows Billions for AI | My latest @WSJheard @WSJ $META wsj.com/business/c-sui…
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Jonathan Weil retweetledi

In the biggest moment, on the biggest stage, with the whole world watching. JACK HUGHES DELIVERED.
NBC Olympics & Paralympics@NBCOlympics
JACK HUGHES DELIVERS AMERICA'S GOLDEN MOMENT IN OVERTIME.
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Jonathan Weil retweetledi

It appears you didn’t read the article. As it says, the problem is that investors can’t see how depreciation expense is allocated across the income statement to cost of revenue, R&D, SG&A, and the like. Reporting it as a lump sum on the cash-flow statement isn’t sufficient.
AJ Investment Research@alojoh
@WSJ This is hilarious. You guys have apparently no clue how to read financial statements and the investors you’re talking about must be *. You ever heard of the elusive cash flow statement?
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Big Tech Accounting Creates a Blind Spot in the AI Boom | My latest @WSJ @WSJheard $GOOGL $AMZN $META $MSFT $ORCL wsj.com/finance/stocks…
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How to Buy Gold and Silver at a Discount, if You’re Brave Enough | My latest @WSJ @WSJheard $CEF | What would Eugene Fama say? #LawOfOnePrice #Anomalies #SoMuchForEfficientMarketHypothesis wsj.com/finance/invest…
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Jonathan Weil retweetledi

Heard on the Street: Nvidia’s OpenAI pivot puts Oracle’s accounting in the spotlight on.wsj.com/3ZKUR30
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What Oracle Has to Lose From OpenAI and Nvidia’s Rocky Relationship | My latest at @WSJ @WSJheard $ORCL wsj.com/tech/ai/what-o…
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Heard on the Street: Even in the delirium of meme-stock trading, Regencell Bioscience is an outlier | $14 billion meme stock says it is developing herbal remedy for autism | My latest @WSJ @WSJheard $RGC | #longabsurdrisk #easymarks wsj.com/finance/stocks…
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Heard on the Street: The risk of a Trump crackdown on banks’ stock buybacks has jumped | My latest @WSJ @WSJheard $JPM $BAC $C $WFC $GS $MS wsj.com/finance/regula…
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