This is swirling around my mind, to be clear, because my thoughts keep returning to a model like -

bambamramfan : balioc : 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…