A journey of a thousand miles begins with a single step

Market structure does matter ( link )  The grid is the key to U.S renewable power ( link ) Viacom ( Link ) ( Link ) A nice summary about HK small cap value stock ( Link ) Cloudfare ( Link ) ( Link ) ( Link ) ( Link ) ( Link ) ( Link ) ( link ) Alternative ways to invest in Iran ( Link )

Major debt maturity schedule 2021: total 22,186 2022: total 19283 2023: 5.125% senior notes 278,783, total 297,481 2024: term B load 746,000           revolver credit 631,605           5.875% senior notes 225293            total 1,614,172 source: Link page 15 Corporate fundamental FCF (in thousands) 2020 = 441,733 - 104174 = 337,559 2019 = 338143 - 104137 = 243,006 2018 =  274475 - 188483 = 85,992 2017 = -119,213 2016 = -105,722 AFFO 2021 Q1: 72,246 公司逐漸強化現金流 整體破產評估 Altman-Z-Score: 0.87 (https://www.gurufocus.com/term/zscore/NYSE:GEO/Altman-Z-Score/The-GEO-Group) 有破產危險! Events 1. 公司停發股利, 保留現金還債 ( Link )            On April 7, 2021, we announced that GEO’s Board of Directors (the “Board”) immediately suspended our quarterly dividend payments with the goal of maximizing the use of cash flows to repay debt, deleverage, and internally fund growth.   2. 賣出資產, 取回13.2M back ...

Volatility is the enemy of leverage ( Link ) Tesla有賺無賺 ( Link ) Bitcoin 碳排放 Resetting the app store ( Link ) Evolution ( Link ) M's view on Intel's transformation ( Link ) Energy companies selected by V&O ( Link ) Inflation issues mentioned by LT3000 ( Link ). My thoughts are should avoid long term bond reduce equity and real estate buy tips, gold, commodities USD currency risk Winters is coming for self driving car industry. But it might be Spring for others. ( Link ) The most important thing in entertainment is to build "love" ( Link )