@maikvoets.bsky.social
. $GOOGL invested capital increased from $83 Billion in 3Q’19 to $303 Billion in 3Q’25!
Let’s be honest: wouldn’t we be smugly confident that its ROIC of ~29% in 3Q’19 would almost certainly go down?
It went up by ~550 bps! $GOOG
Let’s be honest: wouldn’t we be smugly confident that its ROIC of ~29% in 3Q’19 would almost certainly go down?
It went up by ~550 bps! $GOOG
December 27, 2025 at 7:31 PM
. $GOOGL invested capital increased from $83 Billion in 3Q’19 to $303 Billion in 3Q’25!
Let’s be honest: wouldn’t we be smugly confident that its ROIC of ~29% in 3Q’19 would almost certainly go down?
It went up by ~550 bps! $GOOG
Let’s be honest: wouldn’t we be smugly confident that its ROIC of ~29% in 3Q’19 would almost certainly go down?
It went up by ~550 bps! $GOOG
Mobile and fixed cable internet consumption is still compounding at 30%+ per annum. Think of all the servers humming in the background, serving all those customers. Everytime you see someone on the phone, these guys are taking it to the bank:
February 22, 2025 at 11:31 AM
Mobile and fixed cable internet consumption is still compounding at 30%+ per annum. Think of all the servers humming in the background, serving all those customers. Everytime you see someone on the phone, these guys are taking it to the bank:
Mobile and fixed line internet consumption expected to keep growing at 20%+ per annum for the next 5 years. That data is supplied by someone. Extremely bullish for the cloud $GOOGL $AMZN
January 24, 2025 at 5:29 PM
Mobile and fixed line internet consumption expected to keep growing at 20%+ per annum for the next 5 years. That data is supplied by someone. Extremely bullish for the cloud $GOOGL $AMZN
Can a chart be more beautiful? In 2014 Bezos mentioned the TAM for AWS is ‘market size unconstrained’…. see here the proof $AMZN👇
January 14, 2025 at 4:47 PM
Can a chart be more beautiful? In 2014 Bezos mentioned the TAM for AWS is ‘market size unconstrained’…. see here the proof $AMZN👇
Great article! I feel it’s like Standard Oil in 1900 and they’re just printing money - Yet the real market, the affordable automobile, still has to be invented.
God knows what requires all this cloud computing capacity in 10 years but if you zoom out a bit it seems we are still in early days.
God knows what requires all this cloud computing capacity in 10 years but if you zoom out a bit it seems we are still in early days.
January 13, 2025 at 6:33 PM
Great article! I feel it’s like Standard Oil in 1900 and they’re just printing money - Yet the real market, the affordable automobile, still has to be invented.
God knows what requires all this cloud computing capacity in 10 years but if you zoom out a bit it seems we are still in early days.
God knows what requires all this cloud computing capacity in 10 years but if you zoom out a bit it seems we are still in early days.