#Capex

Forward Cap

forwardcap

$TSLA's capital efficiency & operating leverage are the most underappreciated aspects of its business How was this achieved and is it sustainable? What are the long-term implications going forward? This

Chris Powers

fortworthchris

A lot of the discussion has been that if a landlord can’t collect rent they can’t make their bank payment. While the bank payment is a large part of the

Vivek Mashrani, CFA

MashraniVivek

What happens when you go behind DIVIDEND YIELD ignoring GROWTH...Educational thread based on learning from Mr. Market...No recommendations..Case 1 - COAL INDIAIn 2017 approx dividend Rs. 20 >> Price ~250;

Shales From The Crypt

ViscosityRedux

$XOM reported 3Q earnings - thoughts after today's earnings report & conf call1) Recap of recent history2) XOM outlook & commentary3) Puts & takes from 3Q earnings conf call#EFT#OOTT Recent

Myles McNulty

MylesMcNulty

Really didn't expect to see #MKA back below 9p. At 8.65p, its mkt cap is £11.5m.Its 2015 PFS projected annual EBITDA of ~$100m over two decades.As a result of its

Edmund Olotu of the small Bag

pyjama_ceo

Now that Nigeria’s revenues are dwindling if I had the ear of the executive planning committee I’d suggest that 1. all CAPEX should be 80% frozen with most funds directed

DragonflyValue

DragonflyValue

1/n Recently been thinking about how, in depressed industries, picks-and-shovels co's with stronger models have been beaten just down as much, if not more, as their capital incinerating customers.i.e.AirlinesEnergy For

Tim Bray

timbray

1/13 Super interesting post (as usual) on 5G from @adriancolyer at “the morning paper”: https://blog.acolyer.org/2020/10/05/understanding-operational-5g/“the authors investigate whether 5G as deployed in practice can live up to the hy

Maurice Lenz

mauricelenz007

No matter how you turn this, these rates are insane. Still these stocks are not loved - yet. As an example, $DHT has a breakeven of

Jon Sindreu

jonsindreu

An important thread because it underscores the fundamental issues people like me have with ideas like this. The TYPE of employment countries have is crucial, this isn't just about demand.https://twitter.com/michaelxpettis/status/1308014

Joe Rich

realJosephRich

1/3Very simply, here's why I shorted the hell out of $QQQ on Friday afternoon. 5 companies that make up 44.71% of $QQQ report earnings this week. 2/3 My base case

Kush Katakia

kushkatakia

In IT services there is only one company with high barriers to entry. There is only one Goliath. and that company is TCS. It is bigger now than the next

Fincademy

FincademyIn

Thread: Fixed Asset TurnoverOne way to judge the efficiency of business is to see how well they use their fixed assets (Machinery, Equipment etc) to generate revenues. Fixed Asset Turnover

John S. Nash

heynottheface

Since it was brought to my attention by @JasonAmadi that many fans are unaware that we have details on these things now, here's a quick thread on what we know

Real Estate Momentum

REMNTM

Real Estate Deal Metrics:As an investor, how do I calculate the capitalization rate?//Thread with numbers and calculations// Let's say we own 10 units and they rent for $1,000/month each.Every year,

Varun 😷

thebluehue_

5G isn't going to meaningfully change much in telecom.There is no such thing as "5G ready" infra. Most telecos use standard MPLS network over standard single mode fiber. Only radios