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How Scary Is The Ramp-Up In Tech Sector Debt?
Investors harbor a veritable obsession with hyper-scaler capex and for good reason.
As discussed he
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H-Man, its beginning to look a lot like a bubble. Speculation is just starting to work towards a slow boil.
Debt relative to assets seems like an odd metric to use for companies who’s assets are websites.
I have seen this before where assets are suddenly written down 50% or much more. Debt to assets can change pretty fast. I’ve been around a while, ask me how I know this.
No Good Deed!