US Financial Commentator, Financial Times. Opinions mine, unfortunately. The pursuit of pleasure is hard work.
Robert Armstrong
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Another win for the good guys.
Colored Paper Image XIII (Yellow Green Black Blue Orange) http://www.moma.org/collection/works/60733
Read this wonderful @robarmstrong.bsky.social column on my second-favourite of the 7 deadly sins: "Vanity, channelled the right way, helps bring order and joy to social life."
as.ft.com/r/7b9a73ac-3...
Zuck must listen to Unhedged. This trade was being recommended by @robarmstrong.bsky.social this week 😊
THE POD
me & @robarmstrong.bsky.social & our Middle East ed Andrew England, who I don't think is on here, on:
-no but seriously what is going on in Iran?
-deal or no deal?
-walruses
-sand
-the Great Brotation
open.spotify.com/episode/5xrA...
Two reads on why analysts see massive FCF leap after 2028. One: they believe that AI will be an all-time great business. Two: they can't get their DCF models to spit out numbers higher than current share prices without putting big numbers into the out years. Some of both?
Wall Street consensus estimates for hyperscaler free cash flow. Provides a good snapshot of where the market's head is at, I think:
