I think any company that is seen to reduce capex right now is going to be the Bear Sterns of this cycle
Is this because you think the market will short sell them, or because capex is so worthwhile right now that a company which doesn't invest will fall fatally behind?
alt Hacker News
Is this because you think the market will short sell them, or because capex is so worthwhile right now that a company which doesn't invest will fall fatally behind?