Rate Of Return
Traded ValueOracle's impressive backlog growth is being weighed against surrounding its US$70 billion capex plan and the returns it can generate.Today's markets are becoming more selective, focusing less on excitement and more on execution, cash flow and whether the price paid justifies the long term opportunity. Great companies still matter but so does valuation.
☕️ [Task Coins Giveaway] Daily Market Talk — Iran Shuts Hormuz, Dow Drops 953
Iran shut the Strait of Hormuz, the Dow fell 953, Oracle beat but crashed 7% on capex, and SpaceX prices its $1.8T IPO tonight.
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