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5gff3 an hour ago

"> much of the cash flows are coming from investments made yonks ago"

Yes they are.

The marginal ROIC for tech firms that are in mature growth is shit. Made shitter by continuing to field many people for no good reason.

alephnerd an hour ago | parent [-]

What is the timeframe you are using? To me "yonks ago" means 15-20 years ago.

And marginal ROIC is just one metric amongst multiple to benchmark against.

Also, if you had the Benoit [0] you should use your normal HN account instead of a throwaway created for this topic.

[0] - https://m.youtube.com/watch?v=-XWgoJT1xPU

5gff3 an hour ago | parent [-]

Hahahaaha

Touched a nerve did I? Not used to being outclassed eh? Youre an amateur.

Imagine thinking 'yonks ago' is 15-20 years in the technology game. Stop editing your posts bro.

alephnerd an hour ago | parent [-]

> Touched a nerve did I

In a way, but mostly because discourse on this platform has gone to shit because no one is restricting throwaways and no one is calling this out.

> Imagine thinking 'yonks ago' is 15-20 years in the technology game. Stop editing your posts bro

Give a number and the timeframe. I'm open to chatting collaboratively with you because we might be modeling differently with different priors.

But I don't like unsubstantiated hot takes being used to launder throwaway accounts - the noise to signal ratio is shit enough on HN in 2026.