# Marcus Graham

Episod podcast teratas
Dikemas kini:

Weekend Update - W2630

▶ Explore this week’s Tape — live, sortable, drill-down → GE Vernova Is Already Selling 2031. The Scarcity Was Manufactured Twenty Years Ago. Every company in this week’s news was selling capacity it still has to build. GE Vernova was selling a place in line. It shipped three gigawatts of turbin ...

Weekend Update - W2631

▶ Explore this week’s Tape — live, sortable, drill-down → Microsoft Bought Twenty Years of Power. The Market Graded the Buyer. The AI build spent this week being graded on the buyer’s income statement. The most consequential thing that happened to it was signed by a seller. Chevron agreed to sup ...

Weekend Update - W2632

▶ Explore this week’s Tape — live, sortable, drill-down → A note from the desk: this week’s update is landing a few days late. We hit a technical problem over the weekend that took our production pipeline down. Everything below is as of Friday’s close, August 7. We’re back on the normal cadence ...

Weekend Update - W2633

▶ Explore this week’s Tape — live, sortable, drill-down → The AI Buildout Just Became a Credit Trade Broadcom put up the best AI guidance in the semiconductor industry and lost five percent for it. Nobody who read the release thinks that was a demand problem. The buildout has passed the point wh ...

Weekend Update - W2634

▶ Explore this week’s Tape — live, sortable, drill-down → Twelve Times Free Cash Flow Bought One Company and Trapped Another Two of our companies signed deals this week, and the Cash Flow Memo prices them almost identically: about twelve times trailing free cash flow, roughly an eight percent fr ...

Weekend Update - W2635

▶ Explore this week’s Tape — live, sortable, drill-down → The Bid Was the Business PayPal spent the summer being priced by a buyer rather than by a business, and on Friday it found out which of the two it actually had. Advent and Stripe abandoned an approach that had run to roughly fifty-three b ...

Weekend Update - W2636

▶ Explore this week’s Tape — live, sortable, drill-down → ONEOK Bought a Ratio ONEOK announced a four-point-four-billion-dollar acquisition last weekend and raised nine billion dollars to pay for it. The gap between those two numbers is the story, and it is not what the headlines carried. Four-p ...

Weekend Update - W2637

▶ Explore this week’s Tape — live, sortable, drill-down → The Biggest AI Builder Just Chose Dilution Four weeks ago the argument in this column was that the AI buildout had turned into a credit trade — that what prices the complex from here is whether somebody else’s lender says yes. Oracle answ ...

Weekend Update - W2638

▶ Explore this week’s Tape — live, sortable, drill-down → Read the Vesting Schedule Amazon signed two documents with Generac on Tuesday. Everybody covered the smaller one. The supply agreement is the small document: backup generators for Amazon data centers, initial deliveries expected to total ...

Weekend Update - W2639

▶ Explore this week’s Tape — live, sortable, drill-down → Berkshire Gave Up the Quiet Exit Berkshire’s real commitment to Lennar this month was the paperwork, more than the two hundred and twelve million dollars. On Thursday, September seventeenth, Berkshire crossed ten percent ownership of Lenn ...