Profile avatar
maikvoets.bsky.social
10 posts 38 followers 57 following
Regular Contributor

What is it with authoritarians and car companies?

Tesla $tsla still worth 4 Toyota corporations. All the while they’re getting their asses whooped in the autonomous taxi market.

Can confirm 😉

Very good interview with Jack Dorsey youtube.com/watch?v=e_Y9...

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:

Trump administration just suspended all new foreign aid pending review, per State Department cable leaked to me (1/2)

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👇

#$GOOGL revenue has a compound annual growth rate of 18.29% over the last decade. 10% of its total share count has been reabsorbed over the same time period. The blue line is its EV/EBIT ratio relative to time. The 2nd slide are “per employee” metrics—& they’re well managed, imo.

fixed it

The price of coffee has reached the highest level since at least 1977.