“Google Cloud numbers were up 75% in revenue terms, 75%. And the backlog was over $0.5500000000000. Google gets to that revenue number that it's supposed to get to in the next two or three years, It only dips into cash flow negative for two years and not very much at that rate either.”
No settled horizons yet — outcomes appear at 30/90/365 days.
Risk: max drawdown 3.8%
· volatility 27.6% ann.
· Sharpe-proxy -3.33