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CapEx

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Oct 14, 2025 by Tracy Britt Cool · across every show →

Everything said about CapEx, oldest first

Oct 14, 2025 neutral
Insight
Cool: Hiring a $100K employee represents a $1M capital allocation decision
“If you thought of it as a CapEx decision, if you're going to hire someone for a hundred grand, right, a year, and you think the, you know, discount the value of that, like, you know, it's a million dollar investment that you're making in that person.”
Tracy Britt Cool Oct 14, 2025 ▶ 1:30:27 Building Great Businesses | Tracy Britt Cool
Mar 17, 2026
Disclosure
Teskey: Brookfield Only Invests When Four Key Contracts Are Locked
“Whenever we build a new project, we do not like to put capital in the ground unless we lock in our CapEx contract, our off-take contract, our EPC contract, and our financing contract all at once.”
Connor Teskey Mar 17, 2026 ▶ 16:20 Beating the Market: Connor Teskey, CEO Brookfield Asset Management
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