Brevarthan Research
brevarthanresearch.bsky.social
Stock Jockey, purveyor of snark, musings on stocks, often short, often wrong....https://brevarthanresearch.substack.com/
👤 Joined on 12 November 2024
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- 12 Kas 2024, 09:01
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Well if my napkin math is right, as of today, it’s about a $1 billion ($750ish net of tax?) Turn $750 net unrealized gain into $750 net unrealized loss and repeat Q2 and they’re in a net loss position
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$GOOG Google Cloud is a $100B business growing at 80% with a $500B + backlog and accelerating operating margins (now 36%). They have the cost advantage (internal model + custom silicon and interconnects). They should spend every dollar they can on capex. Thank you for your attention to this matter.
Show PostHappy 100th birthday to David Attenborough. Blessed to see the return of Beautiful Clean Coal.
Show Post$CHTR and $TSLA will have about the same free cash flow to equity next year, give or take. one has a $22B market cap. One has a $1.4 Trillion market cap. Thank you for your attention to this matter.
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