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The Faucet and the Well: Cash Flow With a Lower Tax Bill

by Brian Jacobs | May 28, 2026 | Blog, Investment Concepts

A farmer who needs 40,000 gallons of water a day has a few ways to get it. One is a faucet stuck in the on position. Water flows continuously into a trough whether the farmer is there to use it or not. The hot sun overhead evaporates a portion of every gallon on its...
“Instead of giving investors a taxable dividend, Nvidia is spending on developing its hardware,securing its technology ecosystem and investing in partnerships for its chips. These deployments should have better long-term [internal rates of return] than a small token dividend”

“Instead of giving investors a taxable dividend, Nvidia is spending on developing its hardware,securing its technology ecosystem and investing in partnerships for its chips. These deployments should have better long-term [internal rates of return] than a small token dividend”

by Marketing | May 20, 2026 | Market Notes, Media Notes

Nvidia is generating a lot of cash. How should it be spent?
“This was an encouraging quarter as the company started to show off why the asset cap limitation was holding them back”

“This was an encouraging quarter as the company started to show off why the asset cap limitation was holding them back”

by Marketing | Oct 15, 2025 | Market Notes, Media Notes

Wells Fargo tops profit estimates, raises return target after asset cap lifted
“This was an encouraging quarter as the company started to show off why the asset cap limitation was holding them back”

“Now that Microsoft’s disclosing that number (revenue figure), it’s really just helping justify the huge investments”

by Marketing | Jul 31, 2025 | Market Notes, Media Notes

Microsoft to spend record $30 billion this quarter as AI investments pay off
“This was an encouraging quarter as the company started to show off why the asset cap limitation was holding them back”

“The earnings report is positive for Lilly because it shows the competitive edge it has again Wegovy”

by Marketing | Jul 30, 2025 | Market Notes, Media Notes

 Lilly set for strong quarter after Novo profit warning
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