Jonathan Weil

1.2K posts

Jonathan Weil

Jonathan Weil

@JonathanWeil

Staff Reporter of The Wall Street Journal.

New York Katılım Mayıs 2011
1.3K Takip Edilen5.6K Takipçiler
Jonathan Weil retweetledi
The Wall Street Journal
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
English
15
26
76
48.4K
Jonathan Weil
Jonathan Weil@JonathanWeil·
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.
English
1
0
0
662
Jonathan Weil retweetledi
Aaron Back
Aaron Back@AaronBack·
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…

English
0
1
4
701
Jonathan Weil
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…
English
0
4
6
2K
Jonathan Weil retweetledi
New Jersey Devils
New Jersey Devils@NJDevils·
Guy went full Jersey and brought home gold.
New Jersey Devils tweet media
English
70
617
5.2K
188.4K
Jonathan Weil
Jonathan Weil@JonathanWeil·
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?

English
1
0
3
677