@thdxr Not really. If they stop building data centres, the free cash flow comes back. CapEx is not OpEx
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Return on Cap
6.8K posts
Return on Cap
@returnoncap
Patience, consistency, discipline, rationality. Aggressive Saving. Conservative Investing. High ROIC, gross revenue royalty companies.
Присоединился Kasım 2021
479 Подписки5.8K Подписчики
everyone's interpreting this as proof of a bubble
but the only information here is these companies are saying they'd rather die than lose this race
dax@thdxr
you're probably underestimating how crazy things are
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@thdxr "To keep the data center lights on" is a wildly untrue statement. It's for Capital Expenditure (building data centers), not operating expenditure (running data centers)
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We’re honored to announce MLB has named Polymarket as their Exclusive Prediction Market Exchange Partner.
Polymarket 🤝 MLB
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Wait does the MLB app give me UK times now? I’m confused?
Jed 🇬🇧@TigersJUK
Tigers opening day 01:10 start time it’s called opening DAY for fuck sakes the clue is in the name
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You know what, maybe this is wrong, but he seems like a fun dad and kudos to him for not being sexist and locking her up like a princess
BRICS News@BRICSinfo
JUST IN: 🇰🇵 Kim Jong Un rides in tank with his daughter during North Korean military drills.
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@W98AB And honestly one of the most brutal, relentless occupations ever known to man. No holidays, no breaks, no days off ill. Worst weather of the year, still gotta get up at 5am and break your back. Fuck that.
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Buy land, get into a very capital intensive low return job ( with no money )
Pamela@PamelaBies
Advice to the younger generation: Skip the degree. Buy land. Become a farmer.
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Trump: "I do believe I'll be having the honor of taking Cuba. That's a big honor. Taking Cuba in some form. I think I can do anything I want with it, if you want to know the truth."
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Imagine you had to choose your life at age 40:
Option A:
Single. No kids.
$10M net worth.
Travel anywhere. Total freedom.
Quiet house. Quiet holidays.
Option B:
Married. 3 kids.
$1M net worth.
Drive a Toyota. Chaos every morning.
Loud house. Full dinner table.
Be honest, which life are you choosing?
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@W98AB Spending a beautiful Saturday angry and racially profiling people, what a life
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Imagine walking around London in a glorious day such as today and this is what you take away.
Roko 🐉@RokoMijic
Walking around central London trying to find English people is the absolute blackest of blackpills
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I'm honestly such a basic bitch, probably Nike/Jordan
Jose@Glick_Owens
You get a million dollar salary and you can only wear one brand only. Which brand are you choosing ?
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"daddy what was it like working in tech before AI took over"
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@WBCBaseball Your social media game for this tournament has been awesome, keep it up
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Take a look back at the Team USA-Team Canada matchup throughout #WorldBaseballClassic history 🦅🍁
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Tatis is the man, baseball is awesome
AT@BaseballWRLD_
This is at minimum a Top 3 bat flip and home run reaction ever
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Return on Cap ретвитнул
@AT0266 Only issue with SPGI and moodys to a lesser extent is they make money out of thin air. Unlike CTAS CMG etc, SPGI could hike the prices by 50% and wear a tin bucket with "FU" painted to the top, and everyone would still have to pay
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In the troughs of 2018 and 2022, $MA was at this valuation.
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