Скачать или смотреть What 'Off Balance Sheet' Really Means ( Meta Just Did It)

Main Description
Meta just secured $60 billion for AI data centers—but $30 billion won't appear as debt on their balance sheet. How is that even legal?
In this video, I break down what "off-balance sheet" financing actually means, how companies use Special Purpose Vehicles (SPVs) to hide leverage, and why this matters for investors analyzing any company.
This is the same playbook Enron used (taken to the extreme). Understanding off-balance sheet liabilities is crucial for seeing the FULL financial picture of any company you're researching.
What term should I demystify next? Drop your suggestions in the comments!

Sources & References
Meta's Hyperion Data Center Deal (October 2025):

Official Meta Press Release: https://investor.atmeta.com/investor-news/...
CNBC Coverage: https://www.cnbc.com/2025/10/21/meta-blue-...
Bloomberg Analysis (paywall): https://www.bloomberg.com/news/articles/20...
NPR Deep Dive on Financing Structure: https://www.npr.org/2025/12/05/nx-s1-56306...

Deal Structure:

$27 billion total development costs
Blue Owl owns 80%, Meta retains 20%
Morgan Stanley arranged $27B debt + $2.5B equity through SPV
Off-balance sheet treatment for Meta

Further Reading on Off-Balance Sheet Financing:

SEC.gov: https://www.sec.gov (search "off-balance sheet arrangements")
Investopedia: https://www.investopedia.com/terms/o/off-b...

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⚠️ DISCLAIMER
This content is for educational and entertainment purposes only and should not be considered financial, investment, or legal advice. All information presented is based on publicly available sources and represents the creator's analysis and opinion. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions. Past performance does not guarantee future results. The creator is not a licensed financial advisor.
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