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Yes but the sunk cost is also driving that - the investment has to show growth in cashflows, to the extent it is beating the hurdle rate to add value.
by rhetocj23 1y ago
Yes but the sunk cost is also driving that - the investment has to show growth in cashflows, to the extent it is beating the hurdle rate to add value.
- toomuchtodo 1y agoAhh, Microsoft's AI capital investment sunk cost fallacy, certainly, I agree with that. The stock will be punished when the investment does not show cashflow returns for sure. MSFT: Microsoft CEO Offloads $75 Million in Stock Amid AI Boom - https://finance.yahoo.com/news/msft-microsoft-ceo-offloads-75-125857099.html https://finance.yahoo.com/news/msft-microsoft-ceo-offloads-7... - September 5th, 2025