#Capex

modest proposal

modestproposal1

I can't believe I'm about to do thisUnder Randall, AT&T spent $40B in buybacks and $240B in capex. For the first time ever, analysts are questioning VZ's network superiorityHis tenure

ɐnɥsoſ

joshuajames

Project funding & governance is completely ass-backward in product development world.It usually leads to:- Feast and famine, shock-loading - Poor visibility of actual spend.- Poor visibility of contention for the

Ryan Reeves

investing_city

Guess how much Amazon, Alphabet, Apple, and Microsoft have spent on CapEx and R&D over the past decade? $818 billion Add Facebook in there and it's $915 billion[THREAD] Some clarifications:1.

Fundoo Professor

Sanjay__Bakshi

Ok, @rohitchauhan you have done it again. LOL!https://twitter.com/rohitchauhan/status/1324782333224984577 Total Capex = Growth Capex + Maintenance CapexWe know the total capex. We can get it from the fixed asset schedule in

Arati

Arati1411

Those marvelling at B'Desh's rise, should know that our labour laws were designed since 1950's to discourage capex-lite manufacturing units (like garments etc), and encourage capital-heavy units like Auto-ancs, pharma

Mayur मयूर Thaker ठाकर

freshjiva

Important tidbits from $TSLA Q3'20 10-Q for long-term investors:1. Top Agenda: decrease production costs to increase affordability. In-house 4680 cell production + iterative mfr design play a big role in

Ayekooto

thebardogbamola

In 2016, @OfficialAPCNg @MBuhari claimed that their budget was #Budgetofchange because of the huge allocation given to CAPEX (capital expenditure) I posted tweets to show that it will not change

Ben Winkley

Ben_Winkley

E&P cuts coming thick and fast today: Wintershall Dea "significant reduction" in investment, divi suspensionDNO cuts 2020 budget 30pc ($300m), suspends most drilling/capital projects, axes 1H diviBW Energy defers Gabon

drprashantmishra

drprashantmish6

Transpek industries Major chemical manufacturer for chlorine chemistry Products used in a- Polymer and speciality plastic

D.Muthukrishnan

dmuthuk

Lot of queries and tagging me on Manu's blog. Hence this thread.Every company and it's management has both strength and weaknesses. I see more strengths than weakness with ITC.Management can't

Gavin Baker

GavinSBaker

1) Hypothesis: hyperscale cloud co’s alternate annually between spending on data centers (real estate, buildings) and compute/network/storage (CPUs, GPUs, Accelerators, Memory, HDD, etc.) to fill those data centers based on

Brad Setser

Brad_Setser

The tariffs have had the (desired) impact on bilateral US trade with China. The bilateral deficit is down $50b YTD.And with (goods) imports down 23% in October while exports

prashant agarwal

thinkwellprash

Fundamental Analysis of Royal Enfield: 1. In June,2020- Interceptor becomes the highest selling bike in U.K. in mid-premium segment.2. Siddharth Lal moved to U.K. to focus on International ops and

Shales From The Crypt

ViscosityRedux

Quick thread on $XOM. @asymmetricbets put out some charts looking at $XOM and energy trends $XOM is a fascinating case study - today hovering just a hair above it's 17

Gniewomir Flis

gnievchenko

Everything you wanted to know about the hydrogen economy, but were too busy to research.A summary based of my work @LiebreichAssoc Part 1: Path to emission-free Hydrogen at 1$/kg In

Saurabh Prabhu

prabhusaurabh91

A thread on #ITC First the Beautiful Part of the company. Strong Balance Sheet, Cash Flows and Return Ratios. Everything enviable. The company's capex has been relatively conservative