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by npilk
42 days ago
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I admittedly didn’t take the time to read all 10,000 words of him shouting into the void in detail. But the capex complaints seem trivially misguided? Current revenue is being generated from capex investments in the past; the most recent capex hasn’t begun to pay off at all. That’s expected. Now, I don’t know if those investments ever will pay off and there are reasons to be skeptical. But if you assume the capex doesn’t lead to any revenue, then you’re just assuming the conclusion that the investments are bad… |
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