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Comment by dahinds

25 days ago

That's a bookkeeping issue, it doesn't affect the argument at all (which is that the capex has a finite useful life over which it would need to pay for itself).

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dahinds

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ericbarrett  24 days ago

Yeah, just tangentially pointing out that asset depreciation rules in the U.S. changed recently. Could explain some of the crazy magnitude of this year's spending spree.

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