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by lanthissa
9 days ago
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this is the finance team doing a fantastic job. keep in mind they're raising this cash right before 3 major ipos in their sector which people will need to raise money for and will fight against htem in the narrative. If i was a google cfo and was trading at a premium to my peers before that, i'd want to raise the cash now. Look at MSFT, they're trading at 25 forward p/e and were buying back shares at 40. If they have to issue equity over the next few years the spread between teh performance of the 2 cfos could be 40-50b on that alone. |
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