When people said "data is the new oil" I don't think they meant "run google's capital structure like a natural gas pipeline"https://twitter.com/willis_cap/status/1402056649674788864 …
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it's like a 2% chance this is a very hare brained long run accelerationist attempt to get rid of PE after every American company is levered to the hilt. Does Tepper not have enough wealth for you already my man?
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Do I think google seemingly has trouble making money with most everything other than search? Yes Am I usually skeptical about 'just re-invest it'll pay for itself"? Yes And yet I still can't endorse them pulling the trigger for levered buybacks lmao - clearly PE not in my future
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Very excited for Icahn to take a stake in them
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