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Investors as a whole began scrutinizing earnings and stock prices of FAANGs and other high growth companies much more closely starting in 2022. While this may a
by bagacrap 1y ago
Investors as a whole began scrutinizing earnings and stock prices of FAANGs and other high growth companies much more closely starting in 2022. While this may amount to an accounting change if you can float the bill for a few years, it should affect the stock price in a regime where investors care about p/e ratios. The stock price is the C-suite's duty to protect, and also affects cost of capital. So leadership will take steps to cut short term costs. This is all theoretical though. I'm curious what the actual measured impact on profitability is for mag7.