@maikvoets.bsky.social
. $GOOGL invested capital increased from $83 Billion in 3Q’19 to $303 Billion in 3Q’25!
Let’s be honest: wouldn’t we be smugly confident that its ROIC of ~29% in 3Q’19 would almost certainly go down?
It went up by ~550 bps! $GOOG
Let’s be honest: wouldn’t we be smugly confident that its ROIC of ~29% in 3Q’19 would almost certainly go down?
It went up by ~550 bps! $GOOG
December 27, 2025 at 7:31 PM
. $GOOGL invested capital increased from $83 Billion in 3Q’19 to $303 Billion in 3Q’25!
Let’s be honest: wouldn’t we be smugly confident that its ROIC of ~29% in 3Q’19 would almost certainly go down?
It went up by ~550 bps! $GOOG
Let’s be honest: wouldn’t we be smugly confident that its ROIC of ~29% in 3Q’19 would almost certainly go down?
It went up by ~550 bps! $GOOG
Reposted
The key to global trade negotiations is to first throw your own economy into a recession. You always want to fight from a position of weakness. That’s just the art of the deal. Everyone gets this.
April 8, 2025 at 1:14 AM
The key to global trade negotiations is to first throw your own economy into a recession. You always want to fight from a position of weakness. That’s just the art of the deal. Everyone gets this.
What is it with authoritarians and car companies?
March 10, 2025 at 5:29 PM
What is it with authoritarians and car companies?
Tesla $tsla still worth 4 Toyota corporations. All the while they’re getting their asses whooped in the autonomous taxi market.
BREAKING: The market.
$SPY is down 2.03%, Bitcoin is below $80k, and numerous individual stocks like Tesla $TSLA, Apple $AAPL, $GOOGL Google, and $NVDA Nvidia are down 10-40% year to date.
$SPY is down 2.03%, Bitcoin is below $80k, and numerous individual stocks like Tesla $TSLA, Apple $AAPL, $GOOGL Google, and $NVDA Nvidia are down 10-40% year to date.
March 10, 2025 at 5:04 PM
Tesla $tsla still worth 4 Toyota corporations. All the while they’re getting their asses whooped in the autonomous taxi market.
Can confirm 😉
It’s not just the floor that’s getting cleaned when you vacuum. It’s the air quality in your home. Here’s how to choose a good vacuum. nyti.ms/3QY5oDC
March 10, 2025 at 5:02 PM
Can confirm 😉
Very good interview with Jack Dorsey youtube.com/watch?v=e_Y9...
youtube.com
February 22, 2025 at 11:41 AM
Very good interview with Jack Dorsey youtube.com/watch?v=e_Y9...
Mobile and fixed cable internet consumption is still compounding at 30%+ per annum. Think of all the servers humming in the background, serving all those customers. Everytime you see someone on the phone, these guys are taking it to the bank:
February 22, 2025 at 11:31 AM
Mobile and fixed cable internet consumption is still compounding at 30%+ per annum. Think of all the servers humming in the background, serving all those customers. Everytime you see someone on the phone, these guys are taking it to the bank:
Reposted
Trump administration just suspended all new foreign aid pending review, per State Department cable leaked to me (1/2)
January 24, 2025 at 5:33 PM
Trump administration just suspended all new foreign aid pending review, per State Department cable leaked to me (1/2)
Mobile and fixed line internet consumption expected to keep growing at 20%+ per annum for the next 5 years. That data is supplied by someone. Extremely bullish for the cloud $GOOGL $AMZN
January 24, 2025 at 5:29 PM
Mobile and fixed line internet consumption expected to keep growing at 20%+ per annum for the next 5 years. That data is supplied by someone. Extremely bullish for the cloud $GOOGL $AMZN
Can a chart be more beautiful? In 2014 Bezos mentioned the TAM for AWS is ‘market size unconstrained’…. see here the proof $AMZN👇
January 14, 2025 at 4:47 PM
Can a chart be more beautiful? In 2014 Bezos mentioned the TAM for AWS is ‘market size unconstrained’…. see here the proof $AMZN👇
Reposted
#$GOOGL revenue has a compound annual growth rate of 18.29% over the last decade.
10% of its total share count has been reabsorbed over the same time period.
The blue line is its EV/EBIT ratio relative to time.
The 2nd slide are “per employee” metrics—& they’re well managed, imo.
10% of its total share count has been reabsorbed over the same time period.
The blue line is its EV/EBIT ratio relative to time.
The 2nd slide are “per employee” metrics—& they’re well managed, imo.
December 29, 2024 at 5:37 AM
#$GOOGL revenue has a compound annual growth rate of 18.29% over the last decade.
10% of its total share count has been reabsorbed over the same time period.
The blue line is its EV/EBIT ratio relative to time.
The 2nd slide are “per employee” metrics—& they’re well managed, imo.
10% of its total share count has been reabsorbed over the same time period.
The blue line is its EV/EBIT ratio relative to time.
The 2nd slide are “per employee” metrics—& they’re well managed, imo.
Reposted
Reposted
The price of coffee has reached the highest level since at least 1977.
November 29, 2024 at 2:37 AM
The price of coffee has reached the highest level since at least 1977.