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Pastimes : Computer Building
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To: Chartgod who wrote (1341)12/6/2025 3:13:01 PM
From: nicewatch  Read Replies (1) of 1352
 
in terms of the PBD interview I generally agree with what Burry wrote that what NVDA is now doing is more like what CSCO did late in the internet bull market, versus an outright fraud like Enron or Ponzi king Bernie Madoff. Basically they are making very rosy projections based on the most stretched assumptions.

A day or two later he posted an interesting note about stock based compensation, saying that most of wall street doesn't properly account for it which inflation companies eps and cash flow. He gave an example of a tech stock, forget the name where over a 10 year window the amount of new employee stock issued versus the sum of the stock buybacks was a was and it was the same total share count as before. But when you back out the expense it was a material hit to eps and cash flow. Basically common shareholders are subsidizing their own dilution and underperformance through these mechanisms.
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