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Given the outlook of prolonged high rates -- zeroing in on companies are FCF positive becomes crucial. Quality of business & defensive MOAT often justify their premium valuation 🧐 $CFLT, $HCP, $NET, $MDB, $SHOP, $HUBS, $ESTC, $SNOW, $BILL, $DDOG, $MNDY, $PLTR, $TEAM, $ZS, $U https://t.co/a194E4GF1u

Shay Boloor

x.com

Shoutout to Oliver Keating, Physics Scientist, who has been running this #microcaps model live and public since 2013 with 23.6% CAGR. A steal at $25 per month. https://t.co/nqEhwZn3T6... See more

Portfolio123

x.com

Cyber Monday...venture edition. https://t.co/I91tGU4dHI

Rex Salisbury

x.com

These companies have +30% FCF margins: 1- $NVDA 2- $META 3- $AVGO 4- $TSM 5- $CRM 6- $ASML 7- $MELI 8- $PLTR 9- $NOW 10- $ADBE 11- $PANW 12- $ANET 13- $APP___LINEBRE... See more

The Tech Investor x.com

Nathan

@nathan-2763

Oxen Corp

@oxen

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Free Cash Flow is Key https://t.co/LoZNH4yMIb

Finding Compounders

x.com

Here are the most undervalued companies in my watchlist. The intrinsic value divided by the price today is the margin of safety. $DG: 60% $SWKS: 55% $KR: 54% $RTX: 50% $BTI: 49% $IFF: 46% $CVS: 42% $ELV: 41%___LINEBREAK_... See more

Tobias

x.com

13F largest holdings: Stan Druckenmiller (MSFT, CPNG, TECK), Bill Ackman (CMG, GOOGL/GOOG), Dan Loeb (PCG, AMZN, MSFT), David Tepper (BABA, AMZN, MSFT), Li Lu (GOOGL/GOOG, BAC, BRK.B), Seth Klarman (LBTYK, GOOG, WTW), Warren Buffett (AAPL, BAC, AXP)

David Kass x.com