Mastodawn

Michael Burry, famed for "The Big Short," warns that AI will drive down Big Tech's profitability as capital intensity rises and ROIC declines, pressuring share prices.
#YonhapInfomax #MichaelBurry #ArtificialIntelligence #BigTech #ROIC #SharePrices #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=99496

'Big Short' Burry Warns - 'AI Will Weigh on Big Tech Profitability' - Yonhap Infomax

Michael Burry, famed for "The Big Short," warns that AI will drive down Big Tech's profita

Yonhap Infomax

Yonhap Infomax News Dec 16

SK Telecom CEO Jae-heon Jung announced a strategic shift from EBITDA to ROIC as the company's key management metric, pledging to lead innovation as Chief Change Officer and accelerate transformation in both telecom and AI businesses.
#YonhapInfomax #SKTelecom #JaeHeonJung #ROIC #ArtificialIntelligence #InnovationStrategy #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=95738

Jae-heon Jung, CEO of SK Telecom, Vows to Lead Innovation as Chief Change Officer

Yonhap Infomax

Astroconomics Dec 15

Hyperscaler ROIC check (FY24)
Are AI capex bets paying off?

ROIC = Return on Invested Capital

GOOGL 22.8% ROIC
META 19.3% ROIC
MSFT 20.8% ROIC
AMZN 7.2% ROIC
AAPL 27.0% ROIC

#Markets #Capex #ROIC

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The Barn Dec 3

The Clear Standout 👑

#Hermes dominates the top-right corner by such a margin it distorts the scale.

Their #ROIC is simply on another level!

(2/5)

The Barn Nov 27

#ROIC in #tech 💻

ROIC tests whether asset-light models truly deliver superior returns.

If ROIC doesn’t beat #WACC, even strong tech companies may disappoint.

Here’s how the sector performs!

🧵 (1/5)

#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets

The Barn Nov 26

#ROIC in #fashion 👗

ROIC shows how well brands turn assets into shareholder value.

Margins matter, but IC turnover and efficiency are just as key.

Time to see whether style delivers substance!

🧵 (1/5)

#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets

The Barn Nov 25

#ROIC in #construction 🏗️

ROIC shows which builders turn capital into real shareholder value.

If ROIC beats #WACC, value is created – not just #revenue.

Let’s see who’s building efficiently and who’s just adding volume!

🧵 (1/5)

#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets

The Barn Nov 24

#ROIC in #pharma 🧬

ROIC shows how well pharma turns invested capital into real value.

If ROIC beats #WACC, the company is creating shareholder return from operations, not leverage.

Here’s how the sector performs!

🧵 (1/5)

#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets

The Barn Nov 21

📢New blog post alert at #TheBarnBlog HQ🏢

#ROIC shows which companies in our screener create value beyond their cost of capital.

Find out who comes out on top (looking at you, #Hermes) and who doesn't.

Read here: https://open.substack.com/pub/thebarnblog/p/value-creation-for-shareholders?r=6oymn6&utm_campaign=post&utm_medium=web

#valueinvesting #finance #markets #FindItFinancials

Value creation for shareholders.

Using Return On Invested Capital (ROIC) to measure the excess value a company creates for its shareholders

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The Barn Nov 20

Final Metric Awaits ⏳

Next up → #ROIC, the last metric in our screener!

It will show if tech’s capital efficiency tells a different story than PEG.

Full breakdown + graphs → https://thebarnblog.substack.com/p/finding-undervalued-companies-using

(5/5)

#TheBarnBlog #FindItFinancials #NotInvestmentAdvice

Finding undervalued companies using PEG-ratio

Part 4 of the screener series covers our third metric, PEG-ratio

The Barn