Make money doing the work you believe in

😳 43B$ in capex in one quarter. FCF falling 95% YoY. And the correct answer is still: keep going.

When you can reinvest at ROICs of 30%+, not doing so is the real mistake.

Why Amazon's Q1 $AMZN reinforces the thesis 👇

Amazon: Se acabó el debate del Capex
May 3
at
7:44 AM
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