NVDA
NVIDIA
-- 138.850 GRAB
Grab Holdings
-- 4.900 TSLA
Tesla
-- 355.840 INTC
Intel
-- 23.600 BABA
Alibaba
-- 124.730 
$AT&T (T.US)$ management is guiding for 26 billion in 2021 F...
$AT&T (T.US)$ management is guiding for 26 billion in 2021 FCF. At todays price of 22.8, that’s a 16% cash on cash return. With or without inflation, with or without covid, with or without a dividend that’s a fantastic return on a company with cartel characteristics.
People need cell phones. Take your eyes off of the day to day bullshit and buy cash flows.
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Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
GROW sky : Shh let us buy some more while people overreact
Milenko : "People need cell phones."
Let me respectfully correct your statement to 'People are addicted to their cell phones'.
Henriettalew : free cash flow just makes this an easy call for me , it’s priced for bankruptcy, no brainer for me
12 Invest : I added a little T today.
Ulvalua : Why do you people always ignore the mega debtload T is carrying...
PunditSage Ulvalua : Because the discovery merger reduces debt at the legacy company to 2.6x ebitda. This along with the dividend cut gives the company a ton of flexibility to pay down debt, invest in the business, or return capital.