Hahahaaha Touched a nerve did I? Not used to being outclassed eh? Youre an amateur. Imagine thinking 'yonks ago' is 15-20 years in the technology game. Stop editing your posts bro.
"> much of the cash flows are coming from investments made yonks ago" Yes they are. The marginal ROIC for tech firms that are in mature growth is shit. Made shitter by continuing to field many people for no good reason.
Tech is insanely bloated and much of the cash flows are coming from investments made yonks ago. What firms are going to do now is probe deeper and disinvest in crappy projects that - many that most likely generated…
Hahahaaha Touched a nerve did I? Not used to being outclassed eh? Youre an amateur. Imagine thinking 'yonks ago' is 15-20 years in the technology game. Stop editing your posts bro.
"> much of the cash flows are coming from investments made yonks ago" Yes they are. The marginal ROIC for tech firms that are in mature growth is shit. Made shitter by continuing to field many people for no good reason.
Tech is insanely bloated and much of the cash flows are coming from investments made yonks ago. What firms are going to do now is probe deeper and disinvest in crappy projects that - many that most likely generated…