🚨 SORTEO CAMISETA REAL MADRID 24/25 🚨
Requisitos:
• Seguir a @ElRinconBlanco_
• Dar RT
• Para más posibilidades mencionar a un amig@
Buena suerte a todos! 🍀
Sorteo válido hasta el 7 de Julio
@JerryCap@EquiCompound To clarify not so much about investing into new stores tbf more about store maturation curve. Admittedly of course if flooring market in general gets uglier than it’s not good in the short - mid term
@JerryCap@EquiCompound On their potential for great CCC once they stop investing basically all their cash into capex for new stores (which have a history of incredible returns)
Had a vision today of $AMZN at some point in the next 1-2 years with retail driving operating leverage and showing a bunch of EBIT at the same time that AWS reaccelerates and literally every hedge fund and quality LO on earth tripping over themselves to buy it.
From WaPo this weekend:
SVB’s internal risk model said the company would blow up if interest rates rose…
So they tweaked the model to say the opposite
Lol
Buffett: 2013: "Interest rates power everything in the economic universe."
Interest rates are to asset prices like gravity is to the apple. When there are very low interest rates, there’s a very small gravitational pull on asset prices."