@IFB_podcast The Investing for Beginners Podcast

The Investing for Beginners Podcast posts on X about cash flow, flow, investment, debt the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [------] -30%
[--] Month [-------] +8.50%
[--] Months [---------] -45%
[--] Year [---------] -73%

Mentions: [--] #

[--] Week [--] -20%
[--] Month [---] -22%
[--] Months [---] +36%
[--] Year [-----] -25%

Followers: [------] #

[--] Week [------] +0.16%
[--] Month [------] +1.30%
[--] Months [------] +7.50%
[--] Year [------] +23%

CreatorRank: [-------] #

Social Influence

Social category influence finance 100% stocks 31.78% technology brands 14.95% cryptocurrencies 4.67% countries 2.8% fashion brands 2.8% luxury brands 1.87% financial services 0.93%

Social topic influence cash flow #193, flow #2516, investment #1203, debt #600, business 11.21%, how to 7.48%, balance sheet 5.61%, biz 5.61%, $msft 4.67%, $amzn 3.74%

Top accounts mentioned or mentioned by @mike_valueinv @perfectwealth_ @bojanradojici10 @finchatio @ccmbrett @ryanwingreat250 @cdninvesting @quartrapp @openai @acquiredfm @hurricap @investinassets @tsohinvesting @mjmauboussin @usstockinvest @steadycompound @thegarpinvestor @barrenwuffett1 @investingatx @quartr_app

Top assets mentioned Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Texas Instruments (TXN) Roper Technologies Inc (ROP) S&P Global Inc (SPGI) Moody's Corporation (MCO) Taiwan Semiconductor (TSM) Mastercard, Inc. (MA) Fair Isaac, Corp. (FICO) Apple, Inc. (AAPL) Tapestry, Inc. (TPR) Cullen/Frost Bankers, Inc. (CFR) ELYSIA (EL) MercadoLibre Inc (MELI) Danaher Corporation (DHR) American Express Company (AXP) Salesforce Inc (CRM) Adobe, Inc. (ADBE) JPMorgan Chase (JPM) Netflix Inc (NFLX) Costco Hot Dog (COST) Walmart, Inc. (WMT) Southwest Airlines Co (LUV) TE Connectivity Ltd (TEL) Telcoin (TEL)

Top Social Posts

Top posts by engagements in the last [--] hours

"Shareholders' equity Equity = Total Assets - Total Liabilities Also known as "book value" Consists of: Paid-in capital Treasury shares Retained earnings"
X Link 2025-12-31T13:56Z 64.5K followers, [----] engagements

"Warren Buffett on moats: "The single most important decision in evaluating a business is pricing power." Taiwan Semiconductor raised prices 10-20% in [----]. Customers paid. No alternatives exist. $TSM"
X Link 2026-01-22T17:30Z 64.5K followers, [----] engagements

"24 Key Financial Ratios Every Investor Must Understand. [--]. Earnings per Share (EPS) = Net income /Weighted Average Shares Outstanding"
X Link 2026-01-23T15:02Z 64.5K followers, [----] engagements

"Warren Buffett on competitive advantages: "In business I look for economic castles protected by unbreachable moats." Taiwan Semiconductor's moat A decade head start in chip manufacturing that would cost competitors $500B+ to replicate. $TSM"
X Link 2026-01-23T17:30Z 64.5K followers, [----] engagements

"Companies like $MELI $MSFT and $DHR are great examples of 5-tool companies. What are 5-tool companies 🏰 Moat 🤑Capital allocators 🏢 Great management 💰 Strong balance sheet ⚖Long-runway or scale"
X Link 2026-01-27T13:58Z 64.4K followers, [----] engagements

"Adyen the Dutch payments company operates at a 48+% EBITDA margin. For context: PayPal: 20% EBITDA margin Stripe: Unprofitable (estimated) And Adyen is still growing 30% YoY. $ADYEY"
X Link 2026-01-27T17:30Z 64.5K followers, [----] engagements

"Do you understand the differences between $V $MA and $AXP To invest in them we need to understand their businesses. The simple graphic below outlines some of similarities + differences. Hope it helps"
X Link 2026-01-29T15:02Z 64.5K followers, [----] engagements

"Cash flow reigns supreme. Cash flow has [--] main drivers we need to know and understand. Let's dive in and learn more"
X Link 2026-01-30T15:02Z 64.4K followers, [----] engagements

"We have [--] main drivers of cash flow: [--]. Revenue growth [--]. Operating margin expansion [--]. Capital efficiency"
X Link 2026-01-30T15:02Z 64.4K followers, [---] engagements

"FICO trades at 58x earnings despite: - 82% gross margins - $700M+ in annual FCF - Monopoly on US credit scoring - Recurring revenue model Value play or value trap $FICO"
X Link 2026-01-30T17:30Z 64.5K followers, [----] engagements

""the average annual amount of capitalized expenditures for plant and equipment etc. that the business requires to fully maintain its long-term competitive position and its unit volume"
X Link 2026-01-31T15:02Z 64.4K followers, [---] engagements

"Accordingly these kinds of capital expenditures are listed on the balance sheet as an investment rather than on the income statement as an expense. CapEx is found on the cash flow statement under the investing activities section. $TXN cash flow statement"
X Link 2026-01-31T15:02Z 64.4K followers, [--] engagements

"Breaking Down the Balance Sheet: Other Assets"
X Link 2026-02-04T19:02Z 64.5K followers, [----] engagements

"How to Choose the Right Valuation Method: h/t @BojanRadojici10 for the amazing graphic"
X Link 2026-02-05T13:56Z 64.5K followers, [----] engagements

"Balance Sheet [---] How to tell how liquid a company Line items are listed on the balance sheet in order of liquidity. -Cash/equivalents = most liquid -Accounts receivable inventory -Inventory Prepaid -And so on Tip: compare each line item to Total Assets for reference"
X Link 2026-02-06T13:50Z 64.5K followers, [----] engagements

"2. : Rate used to calculate present value of future cash flows in discounted cash flow analysis"
X Link 2026-02-06T15:02Z 64.4K followers, [---] engagements

"3. ( ): Real estate valuation measure calculated as Net Operating Income divided by property's current market value"
X Link 2026-02-06T15:02Z 64.4K followers, [---] engagements

"5. : Financial ratio that shows how much a company pays out in dividends each year relative to its stock price. [--]. - : Theoretical rate of return of an investment with zero risk often based on government bonds"
X Link 2026-02-06T15:02Z 64.4K followers, [--] engagements

"7. : Minimum rate of return on a project or investment required by a manager or investor. [--]. : Percentage at which an individual or corporation is taxed on their income or profits"
X Link 2026-02-06T15:02Z 64.4K followers, [--] engagements

"12. ( ): Reflects the average rate of return a company is expected to pay its security holders"
X Link 2026-02-06T15:02Z 64.4K followers, [--] engagements

"13. : The rate at which a company's earnings are increasing annually indicating business expansion. [--]. : The annual interest rate paid on a bond expressed as a percentage of the face value"
X Link 2026-02-06T15:02Z 64.5K followers, [---] engagements

"15. (): The total return anticipated on a bond if held until it matures including all payments and interest"
X Link 2026-02-06T15:02Z 64.5K followers, [---] engagements

"Switching costs 101: - Define switching costs - Learn analytical strategies - Explore types: direct indirect hidden - Understand their impact on decisions - Dive into case studies for practical insights. $AAPL $ADBE $CRM $AMZN $JPM"
X Link 2026-02-06T17:02Z 64.5K followers, [----] engagements

"Want to find safe companies Quick easy balance sheet analysis tip. Compare cash to liabilities if cash liabilities = safe"
X Link 2026-02-07T13:53Z 64.5K followers, [----] engagements

"Where: 💰CFO = Cash from operations 🤑IE = interest expense ⚖T = Taxes or tax rate 💵 Capex = Capital expenditures Using this formula allows us to incorporate depreciation & amortization net working capital in cash from operations"
X Link 2026-02-07T15:02Z 64.5K followers, [--] engagements

"The interest expenses encompass the impact of any debt taxes well taxes and capex considering investments. Is it perfect nope but its a start. Let's put this to use with $GOOG with the below inputs: CFO - $65125 IE - $357 T - 18.95% Capex - $22281"
X Link 2026-02-07T15:02Z 64.5K followers, [--] engagements

"Free cash flow is the lifeblood of every business. The best way to analyze them is to use normalized FCF. Try this to normalize: NOPAT = [--] yr average -Capex = [--] yr average +Depreciation = [--] yr average -Changes in non-cash WC = % of Revenues -Acquisitions = [--] yr average"
X Link 2026-02-08T17:02Z 64.5K followers, [----] engagements

"Free Cash Flow: the lifeblood of any business. [--] Key drivers [--]. Revenues [--]. Gross Margins [--]. EBIT Margins [--]. Working Capital [--]. Capital Expenditures [--]. Capital Structure"
X Link 2026-02-10T19:02Z 64.5K followers, [----] engagements

"1/6 Free cash flow per share offers investors a quick easy way to start valuing a company. Continuing our dive into free cash flow from last week a short 🧵 on calculating free cash flow per share. 1/6 Short thread illustrating how to calculate free cash flow one of the building blocks to valuing any company. 🧵🧵 1/6 Short thread illustrating how to calculate free cash flow one of the building blocks to valuing any company. 🧵🧵"
X Link 2026-02-11T14:59Z 64.5K followers, [----] engagements

"2/6 To calculate we need three components: 💰Cash Flow from Operations (CF Statement) 💵Capex (CF Statement) 💸Shares Outstanding (Income Statement)"
X Link 2026-02-11T14:59Z 64.5K followers, [--] engagements

"Valuing companies is tough. Using FCFE (free cash flow to equity) can help. Let's learn more"
X Link 2026-02-11T17:02Z 64.5K followers, [----] engagements

"FCFE represents the base of many calculations using a DCF to value a company. Below we will uncover how to calculate FCFE. FCFE represents the cash flow available to shareholders after we account for capital expenditures and net debt issued"
X Link 2026-02-11T17:02Z 64.5K followers, [---] engagements

"Many argue including me FCFE remains the most important metric representing the fair value of Google for example"
X Link 2026-02-11T17:02Z 64.5K followers, [---] engagements

"Generally a positive FCFE indicates the biz has enough cash to cover operations plus investments with money left over to allocate elsewhere i.e. dividends buybacks A negative FCFE indicates the company hasn't generated enough cash to cover its expenses + investments"
X Link 2026-02-11T17:02Z 64.5K followers, [--] engagements

"The easiest way to think of FCFE. It encompasses all equity in the biz and considers all expenses and costs to run the biz including excess cash excluding impacts of debt. FCFE covers all the monies in (revs) and out (expenses investments)"
X Link 2026-02-11T17:02Z 64.5K followers, [--] engagements

"We have multiple ways we can calculate FCFE but one of the easiest to start with is: FCFE = NI + D/A - in Working Capital - Capex - Acquisitions +/- New debt We can find all the info on the cash flow statement"
X Link 2026-02-11T17:02Z 64.5K followers, [--] engagements

"Defining all the above. Where: 💰NI = net income 🤑D/A = Depreciation/Amortization 💵 in Working Capital = Changes in Working Capital 💸Capex = Capital expenditures 📊Acquisitions = acquisitions 🏦 +/- New Debt = New borrowings - debt repaid"
X Link 2026-02-11T17:02Z 64.5K followers, [--] engagements

"Using this formula allows us to incorporate depreciation & amortization net working capital in cash from operations. It also allows us to capture all the investments plus the impacts of debt. Is it perfect nope but its a start"
X Link 2026-02-11T17:02Z 64.5K followers, [--] engagements

"Let's put this to use with $MSFT with inputs below all in millions NI = $72738 + D/A = $14460 - in NWC = $446 - Capex = $23386 - Acquisitions = $22038 +/- Debt = ($9023) FCFE = [-----] + [-----] + [---] - [-----] - [-----] - [----] = $32927 Simple huh"
X Link 2026-02-11T17:02Z 64.5K followers, [---] engagements

"You may be asking what's the difference between cash flow and FCFE Cash flows measure the cash in and out of the biz or the liquidity of the biz. While FCFE measures the cash left over after accounting for investments and debt"
X Link 2026-02-11T17:02Z 64.5K followers, [---] engagements

"What is Scale Economies Shared Scale Economies Shared (SES) is a strategy emphasizing sharing the cost savings from economies of scale with customers. This approach aims to create a cycle of growth + profitability by rewarding customers for their loyalty"
X Link 2026-02-12T17:02Z 64.5K followers, [--] engagements

"Nick Sleep a renowned investor and co-founder of Nomad Partners coined the term "Scale Economies Shared" to describe this strategy. Sleep believed companies that consistenly pass on their scale benefits to customers willl achieve sustainable competitive advantges or moats"
X Link 2026-02-12T17:02Z 64.5K followers, [--] engagements

"How does Scale Advantages Shared work We can break it down into [--] principles: [--]. Share cost savings with customers [--]. Customer reciprocation [--]. Sustainable competitive advantage"
X Link 2026-02-12T17:02Z 64.5K followers, [--] engagements

"Reciprocal Relationships: When customers reap the rewards of a company's SES approach reciprocity kicks in. Expect increased purchases word-of-mouth referrals and unwavering brand loyalty"
X Link 2026-02-12T17:02Z 64.5K followers, [--] engagements

"Sustainable Advantage: Consistent sharing of scale benefits forms the bedrock for long-term customer loyalty and an expanding market share creating a sustainable competitive advantage"
X Link 2026-02-12T17:02Z 64.5K followers, [--] engagements

"Three companies exemplify this strategy the best: [--]. $COST [--]. $AMZN [--]. $LUV Other potentials: - $NFLX - $AAPL - IKEA - $WMT - $GOOG"
X Link 2026-02-12T17:02Z 64.5K followers, [--] engagements

"Working capital changes equals the difference between the company's working capital at the end of one accounting period and the other accounting period"
X Link 2026-02-13T15:02Z 64.5K followers, [--] engagements

"is a and it is better and easier to use the numbers from the cash flow statement. The "change" describes how the working capital adjustments have affected the cash flow"
X Link 2026-02-13T15:02Z 64.5K followers, [--] engagements

"Cross-border Payments $WISE.L is one of the leaders in the fast growing market. Curious how Wise makes money Here's a quick breakdown:"
X Link 2025-12-09T13:58Z 64.5K followers, [----] engagements

"Luxury continues to excel despite all kinds of economic pressure. Love the space super interesting and lots more to learn. LVMH Mot Hennessy Louis Vuitton $LVMH Kering $KERING Richemont $CFR Estee Lauder Companies $EL Burberry Group $BURBY Tapestry $TPR"
X Link 2026-01-17T13:53Z 64.5K followers, [----] engagements

"TE Connectivity Q1 [----] results: $TEL"
X Link 2026-01-24T17:02Z 64.5K followers, [----] engagements

"Reminder: Roper Technologies has 40%+ EBITDA margins while growing 10%+ annually. A software-focused industrial that most investors have never heard of. 25-year compounding machine. $ROP"
X Link 2026-02-03T17:02Z 64.5K followers, [----] engagements

"If you invested $10000 in Roper Technologies [--] years ago you would have. $36400 today. Most people have never heard of this company. It quietly compounded at 14%+ annually through niche software acquisitions. $ROP"
X Link 2026-02-05T17:30Z 64.5K followers, [----] engagements

"How can we measure organic growth Easy. Use the Goodwill to Assets Ratio $GOOG = $29.1B / $396.7B = 7.4% $AMZN = $22.7B / $477.6 = 4.7% $ROP = $17B / $28.1B = 60.4% $MSFT = $67.9B / $445.8B = 15.3% Fragile 50% Robust = 10-50% Antifragile 10%"
X Link 2026-02-09T14:56Z 64.5K followers, [----] engagements

"3/6 Again using $TXN as our guinea pig we find the following figures from their Cash Flow Statement and Income Statement: 💰Cash Flow from Operations = $8756 million 💵 Capex = $2462 million 💸Shares outstanding = 931"
X Link 2026-02-11T14:59Z 64.5K followers, [--] engagements

"4/6 The formula for free cash flow per share equals: FCF per share = (CFFO - Capex) / Shares outstanding Thus our formula for $TXN yields: FCF per share = ($8756-$2462)/931 = $6.76"
X Link 2026-02-11T14:59Z 64.5K followers, [--] engagements

"5/6 Simple huh and once we have this number we can quickly analyze if $TXN's FCF is growing or not similar to earnings. In $TXN's case they grow both FCF and reduce share count so it's a double bonus for investors"
X Link 2026-02-11T14:59Z 64.5K followers, [---] engagements

"How does Warren Buffett find investments He uses his these questions to help him filter: [--]. Nice tailwinds [--]. Durable moat [--]. A price that isn't egregious [--]. High ROE without too much debt [--]. Run by competent managers who have skin in the game. Simple but not easy"
X Link 2026-02-11T19:02Z 64.5K followers, [----] engagements

"Patience is what separates the best from the rest"
X Link 2026-02-12T13:56Z 64.5K followers, [----] engagements

"Nick Sleep earned 21% CAGR for [--] years. His letters rank up there with Buffett's and Bezos as must read. How did he do it In part by using what he calls "scale economies shared." Let's learn more"
X Link 2026-02-12T17:02Z 64.5K followers, [---] engagements

"Working capital gauges a biz's cash productivity and liquidity. If business has a lot of working cash it should be able to make investments and grow"
X Link 2026-02-13T15:02Z 64.5K followers, [--] engagements

"Breaking Down the Balance Sheet: Inventory"
X Link 2026-02-13T17:02Z 64.5K followers, [----] engagements

"Free Cash Flow is the lifeblood of every company. Let's learn more"
X Link 2026-02-14T15:02Z 64.5K followers, [----] engagements

"- : FCF is a key indicator of a company's ability to generate cash which can be used to pay dividends repay debt or reinvest in the business for growth"
X Link 2026-02-14T15:02Z 64.5K followers, [---] engagements

"Understanding Debt to Equity Visualized:"
X Link 2026-02-15T17:02Z 64.5K followers, [----] engagements

"So what are changes in working capital and what does it mean . The simple definition of working capital is: 💰Current assets current liabilities"
X Link 2026-02-13T15:02Z 64.5K followers, [--] engagements

"It's often seen as a more accurate representation of a company's financial performance than earnings or net income which can be affected by non-cash accounting. FCF can be calculated using the following formula:"
X Link 2026-02-14T15:02Z 64.5K followers, [--] engagements

"Learn Fundamental Analysis:"
X Link 2026-02-05T17:02Z 64.5K followers, 18K engagements

"15 Rates every investor needs to know and understand. Ranging from stocks and real estate to bonds. These rates will help you manage your investments. [--]. : Cost paid for borrowing money expressed as a percentage of the total loan amount"
X Link 2026-02-06T15:02Z 64.5K followers, [----] engagements

"Limitations: While FCF is a valuable financial metric it has limitations: - : FCF does not account for all cash needs such as mandatory debt repayments"
X Link 2026-02-14T15:02Z 64.5K followers, [---] engagements

"A Chart Mapping [--] Decades of Stock Market Trends Markets go up markets go down but learning from history. Priceless. Investing for the long run equals better returns"
X Link 2026-02-15T19:02Z 64.5K followers, [----] engagements

"Warren Buffett on competitive advantages: "In business I look for economic castles protected by unbreachable moats." S&P Global and Moody's = the textbook definition. Operating margins above 40%. Duopoly. 150+ years combined history. $SPGI $MCO"
X Link 2026-01-29T17:30Z 64.5K followers, [----] engagements

"The credit rating duopoly in numbers: S&P Global: 39% operating margin $14B revenue Moody's: 41% operating margin $7B revenue Both trade at 35x earnings plus. Both control access to capital markets worldwide. $SPGI $MCO"
X Link 2026-01-31T17:30Z 64.5K followers, [----] engagements

"Financial KPIs are CRITICAL to business analysis: [--]. ROE [--]. ROIC [--]. FCF Yield [--]. FCF Margin [--]. Quick Ratio [--]. Current Ratio [--]. Gross Margin [--]. Dividend Yield [--]. FCF conversion [--]. Debt-to-Equity Ratio What else"
X Link 2026-02-05T15:02Z 64.5K followers, [----] engagements

"Buffett's "owners earnings" or his version free cash flow:"
X Link 2026-02-08T19:02Z 64.5K followers, [----] engagements

"Free cash flow is the driver of shareholder value. $V with the beast mode free cash flow: FCF margin: 47.1% FCF yield: 2.8% FCF conversion: 108.9% FCF per share: $11.62 FCF 10-yr CAGR growth: 11.44% Long $V"
X Link 2026-02-10T13:58Z 64.5K followers, 10.8K engagements

"Revenue growth is one the MOST important drivers of value creation. Here are the 5-year CAGRs of a few interesting biz: $CPRT= 19.3% $MCK = 5.8% $PAYX = 8.2% $NIKE = 7.1% $WSM = 10.4%"
X Link 2026-02-11T13:56Z 64.5K followers, [----] engagements

"Changes in working capital explained simply"
X Link 2026-02-13T15:02Z 64.5K followers, [---] engagements

"The [--] Drivers of Value: [--]. Growth Lever [--]. Profitability Lever [--]. Investment Efficiency Lever [--]. Risk Lever"
X Link 2026-02-15T13:53Z 64.5K followers, [----] engagements

"If you want long-term investing success learn these [--] skills: [--]. Financial literacy [--]. Risk management [--]. Patience and discipline Simple but not easy"
X Link 2026-02-08T13:53Z 64.5K followers, 14.7K engagements

"Chuck Akre's 3-legged stool is an amazing framework. Using it can help you find great compounders like $MA & $AMT. This amazing graphic helps outline the framework"
X Link 2026-02-13T13:50Z 64.5K followers, [----] engagements

"Inventories - (2849) Accts Rec - (8169) Accts Pay - [-----] Accrued Exp - [----] Unearned Rev - [----] = $ Plugging the in working capital to owners earnings or Buffett's FCF we can see the impact"
X Link 2026-02-13T15:02Z 64.5K followers, [---] engagements

"Net income - $21331 Dep/Amor - $25180 Other Non-cash - $6072 Maintenance Capex = $41922 in Working Cap = $13481 = $"
X Link 2026-02-13T15:02Z 64.5K followers, [---] engagements

"Some of the greatest acquisitions in history. $GOOG with [--] in the top [--]. Acquisitions done well can create tremendous value for shareholders. Done poorly can destroy value just as easily"
X Link 2026-02-14T13:53Z 64.5K followers, [----] engagements

"- : FCF can be volatile and influenced by seasonal business cycles or irregular capital expenditure requirements. - : FCF does not directly consider the company's capital structure or the cost of capital"
X Link 2026-02-14T15:02Z 64.5K followers, [---] engagements

"P.S. Want to grow as an investor Learn how to start analyzing companies based on their fundamentals. Unravel the mystery of Nvidia Meta and Google. Get my FREE Fundamental Analysis Visualized ebook here: https://sn.einvestingforbeginners.com/fundamental-analysis-visualized-upvis https://sn.einvestingforbeginners.com/fundamental-analysis-visualized-upvis"
X Link 2026-02-15T19:30Z 64.5K followers, [---] engagements

"How Financial Statements Link Mastering financial fluency involves knowing how the three financial statements are connected"
X Link 2026-02-02T14:56Z 64.4K followers, [----] engagements

"Warren Buffett's Secret Weapon: Insurance Float"
X Link 2026-02-03T15:05Z 64.3K followers, [----] engagements

"Want to learn how to analyze companies Grab our FREE Fundamental Analysis Visualized ebook to start now. Get it here: https://sn.einvestingforbeginners.com/fundamental-analysis-visualized-upvis https://sn.einvestingforbeginners.com/fundamental-analysis-visualized-upvis"
X Link 2026-02-04T09:00Z 64.4K followers, [---] engagements

"The formula for ROIIC is as follows: 💰 ROIIC = Year2 NOPAT - Year1NOPAT / Year1 Invested Capital - Year0 Invested Capital So ROIIC compares the change in NOPAT in a given year to the investments made in prior years"
X Link 2025-07-30T16:03Z 64.5K followers, [--] engagements

"Simple $MSFT example to illustrate Year2 Nopat = $84803M Year1 Nopat = $72451M Year1 Invested Capital = $160867M Year0 Iinvested Capital = $116954M ROIIC = (84803 - 72451) / (160867 - 116954) = 28.12%"
X Link 2025-07-30T16:03Z 64.5K followers, [--] engagements

"10/17 The formula for ROIIC is as follows: 💰 ROIIC = Year2 NOPAT - Year1NOPAT / Year1 Invested Capital - Year0 Invested Capital So ROIIC compares the change in NOPAT in a given year to the investments made in prior years"
X Link 2025-08-29T14:02Z 64.5K followers, [---] engagements

"11/17 Simple $MSFT example to illustrate Year2 Nopat = $84803M Year1 Nopat = $72451M Year1 Invested Capital = $160867M Year0 Iinvested Capital = $116954M ROIIC = (84803 - 72451) / (160867 - 116954) = 28.12%"
X Link 2025-08-29T14:02Z 64.5K followers, [--] engagements

"The reverse DCF takes the same inputs as a "normal" DCF But instead of forecasting forward value. We work backward from the one certain thing we know. The price"
X Link 2025-12-03T17:02Z 64.5K followers, [--] engagements

"1Gather necessary info for $AMZN: - Current market price = $151 - Revenues = $554028B - Op Income = $26450B - Tax rate = 107% - Cash = $64170B - Debt = $166065B - Invested Capital = $284869B I use @finchat.io to gather the info"
X Link 2025-12-03T17:02Z 64.5K followers, [---] engagements

"Just dropped a conversation with @CCM_Brett of Emerging Moats where we dig into Kraken Robotics and Oscar Health. Brett always drops fantastic nuggers. If you're looking to sharpen your moat analysis skills this one's worth your time. Find it in your favorite places"
X Link 2025-12-09T14:44Z 64.5K followers, [----] engagements

"As revenue grows assuming costs are managed properly the company should have more cash flowing in which can be used for various purposes after covering operational costs"
X Link 2026-01-30T15:02Z 64.5K followers, [--] engagements

"@ryanwingreat250 @cdn_investing Thanks for the follow and glad you liked it will try to do more of them in the future. Any requests 😃"
X Link 2021-10-16T18:14Z 64.5K followers, [--] engagements

"Join us for today's shallow dive into Wise ($WISE.L) the pioneering cross-border money transfer service We will focus on the biz model moat capital allocation mgmt and valuation. Let's dive in and learn what $WISE.L does and why they are an intriguing business"
X Link 2023-07-22T13:56Z 64.5K followers, 34.5K engagements

"@Quartr_App @OpenAI @AcquiredFM @HurriCap @InvestInAssets @TSOH_Investing @mjmauboussin @us_stock_invest @SteadyCompound @TheGarpInvestor Great post and chart Love including all the wide range of companies makes it more tangible"
X Link 2023-11-20T19:44Z 64.5K followers, [----] engagements

"Return on equity is Buffett's favorite metric. He likes companies with 15% Great for banks insurance tech and much more. - $MCO = 45.7% - $SPGI = 6.8% - $FICO = (59.3)% - $EXPN = 26.6%"
X Link 2025-06-15T16:02Z 64.5K followers, [----] engagements

"2. Operating Margins: Operating margins measure the efficiency of a company in turning sales into pre-tax profits; it's the ratio of operating income (earnings before interest and taxes) to revenue"
X Link 2026-01-30T15:02Z 64.5K followers, [--] engagements

"1/7 How do you read a 10-k if you only have [--] minutes a day or less Reading the 10-k or other financial docs remain the #1 way to learn about a biz and investing. Below is my method if I lack time. 🧵"
X Link 2023-07-21T14:02Z 64.5K followers, 457.9K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing