Ross Hendricks(@Ross__Hendricks):Friendly reminder that revenue growth tells you nothing about "ROI" and even net income is an accounting construct. Free cash flow is economic reality. When you use the wrong measuring stick, it's easy to arrive at the wrong conclusion. Hyperscaler ROI remains non-existent in the cash flow statement

Ross Hendricks

@Ross__Hendricks

Actionable investment ideas at the

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Ross Hendricks@Ross__Hendricks

2026.08.02 17:46

Friendly reminder that revenue growth tells you nothing about "ROI" and even net income is an accounting construct. Free cash flow is economic reality. When you use the wrong measuring stick, it's easy to arrive at the wrong conclusion. Hyperscaler ROI remains non-existent in the cash flow statement