The post to which I’m reacting, for those who were curious.

balioc : So now you&rsquo;ve got the largest cash flows in the history of commerce, a closed M&A window, buybacks already maxed and getting politically smelly, and dividends — these are growth stocks, you start paying a dividend and you&rsquo;ve announced you&rsquo;re a utility, your multiple gets repriced overnight. There is exactly one remaining way to move a hundred billion dollars a year that…