Row 66105

Row ID: 66105 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 66105 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

But that’s stupid. They’re going to invest a ton of cash for something they can’t monetize. For something that’s only gonna be used internally when they could’ve bought an off the shelf solution. Are you trying to tell me the net profits of that are going to come out overtime? I have an unbelievably difficult time seeing that.

And this is simply not what companies do. You outsource your accounts payable. You outsource you human resources. You outsource your 401(k) management. Yes, you could do all that stuff internally. You could make your own financial division.

Just like GM and Ford could make all their own parts and not have any suppliers whatsoever. But there’s a reason companies work like they do now. There’s savings to be had working on your core competencies and leaving non-core to the experts— where you get the benefit of their R&D, manufacturing, talent, history.

Yes, you pay for it. *gasp!* Just like when you buy a building and hire a construction company you’ve got to pay them. Apple didn’t have their own building manufacturing unit just so they could make their spiffy headquarters. They hired people with that expertise.

If you think it’s gonna pan out, you’re certainly entitled to that opinion. I think they’re not even also rans blowing money on moonshots that aren’t even hinted at coming to market. If I am an investor, I don’t want them doing that. I don’t want IBM making a web browser or Cisco making a light rail, elevated train.

FieldValue
text But that’s stupid. They’re going to invest a ton of cash for something they can’t monetize. For something that’s only gonna be used internally when they could’ve bought an off the shelf solution. Are you trying to tell me the net profits of that are going to come out overtime? I have an unbelievably difficult time seeing that. And this is simply not what companies do. You outsource your accounts payable. You outsource you human resources. You outsource your 401(k) management. Yes, you could do …
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-23
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Raw Record

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