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# ![@cashflowyield Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1614422136827056129.png) @cashflowyield Cash Flow Yield

Cash Flow Yield posts on X about cash flow, $elv, investment, price of the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1614422136827056129/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1614422136827056129/c:line/m:interactions.svg)

- X Week XXXXX -XXXX%
- X Month XXXXXX +39%
- X Months XXXXXXX +48%
- X Year XXXXXXX +156%

### Mentions: XX [#](/creator/twitter::1614422136827056129/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1614422136827056129/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX +33%
- X Months XXX +19%
- X Year XXX +112%

### Followers: XXX [#](/creator/twitter::1614422136827056129/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1614422136827056129/c:line/m:followers.svg)

- X Week XXX +1.50%
- X Month XXX +4.90%
- X Months XXX +45%
- X Year XXX +4.90%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1614422136827056129/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1614422136827056129/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1614422136827056129/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [technology brands](/list/technology-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[cash flow](/topic/cash-flow) #88, [$elv](/topic/$elv) #31, [investment](/topic/investment) 6.73%, [price of](/topic/price-of) #26, [$unh](/topic/$unh) #113, [$lulu](/topic/$lulu) #281, [$ttd](/topic/$ttd) #36, [market cap](/topic/market-cap) #1516, [$odfl](/topic/$odfl) #1, [debt](/topic/debt) #2031

**Top accounts mentioned or mentioned by**
[@dividenddudex](/creator/undefined) [@deepicevalue](/creator/undefined) [@bagholderiq](/creator/undefined) [@stockboildown](/creator/undefined) [@gurgavin](/creator/undefined) [@stockmktnewz](/creator/undefined) [@patientinvestt](/creator/undefined) [@elonmusk](/creator/undefined) [@naval](/creator/undefined) [@huntdividends](/creator/undefined) [@googlezhangnyc](/creator/undefined) [@askjussi](/creator/undefined) [@mrmikeinvesting](/creator/undefined) [@longoption](/creator/undefined) [@leotraydes](/creator/undefined) [@therocktrading](/creator/undefined) [@kolbysmith](/creator/undefined) [@thexcapitalist](/creator/undefined) [@valuationedge_](/creator/undefined) [@mikelongterm](/creator/undefined)

**Top assets mentioned**
[Elevance Health Inc (ELV)](/topic/$elv) [UnitedHealth Group (UNH)](/topic/$unh) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Copart, Inc. (CPRT)](/topic/$cprt) [UNIPOLY (UNP)](/topic/$unp) [Centene Corp (CNC)](/topic/$cnc) [Dow Inc (DOW)](/topic/$dow) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Danaher Corporation (DHR)](/topic/$dhr) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Autonomous Virtual Beings (AVB)](/topic/$avb) [Equity Residential (EQR)](/topic/$eqr) [Camden Property Trust (CPT)](/topic/$cpt) [Union Pacific Corporation (UNP)](/topic/union-pacific) [Gartner Inc (IT)](/topic/$it) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [ON Semiconductor, Corp. (ON)](/topic/$on) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Earth X Essence (ESS)](/topic/$ess) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [CarMax, Inc (KMX)](/topic/$kmx) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Moderna Inc (MRNA)](/topic/$mrna) [Align Technology, Inc. (ALGN)](/topic/$algn) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Diageo plc (DEO)](/topic/$deo) [Moody's Corporation (MCO)](/topic/$mco) [Church & Dwight Co., Inc. (CHD)](/topic/$chd) [Charter Communications Inc (CHTR)](/topic/$chtr) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Limitus (LMT)](/topic/$lmt) [Adobe, Inc. (ADBE)](/topic/$adbe) [Fiserv, Inc. (FI)](/topic/$fi) [First Citizens BancShares, Inc. (FCNCA)](/topic/$fcnca) [Lithia Motors, Inc. (LAD)](/topic/$lad) [Airbnb Inc (ABNB)](/topic/$abnb) [Enphase Energy Inc (ENPH)](/topic/$enph) [Cigna Corp (CI)](/topic/$ci) [PayPal Holdings Inc (PYPL)](/topic/$pypl)
### Top Social Posts [#](/creator/twitter::1614422136827056129/posts)
---
Top posts by engagements in the last XX hours

"Multifamily apartment REITs are struggling in 2025. Here are some excellent opportunities I see in the market: $AVB $EQR $MAA $CPT $ESS"  
[X Link](https://x.com/cashflowyield/status/1974670725152985094) [@cashflowyield](/creator/x/cashflowyield) 2025-10-05T02:59Z XXX followers, XXX engagements


"Portfolio Breakdown as of today (October XX 2025): 🟢 Cash: XXXX% 🟢 United Healthcare $UNH: XXXX% 🟢 Elevance Health $ELV: XXXX% 🟢 US Treasury: XXX% 🟢 All others: 10.3%"  
[X Link](https://x.com/cashflowyield/status/1976819901009629224) [@cashflowyield](/creator/x/cashflowyield) 2025-10-11T01:19Z XXX followers, XXX engagements


"5 Key Points to consider before adding Union Pacific ( $UNP ) to your portfolio: ❌Revenue and Free Cash Flow are flat (but stable) 🟢Excellent profit margins: XX% operating margin and XX% net margin 🟢Strong insider ownership (CFO holds a stake worth $40M) 🟢Solid balance sheet (A- credit rating) 🟢Reasonable valuation: XXX% FCF/EV (not extremely cheap given flat growth)"  
[X Link](https://x.com/cashflowyield/status/1967051582249550079) [@cashflowyield](/creator/x/cashflowyield) 2025-09-14T02:23Z XXX followers, XXX engagements


"📉📉📉S&P XXX worst performers YTD: $FI $CNC $FDS $KMX $DOW $IT $DECK $TTD $LULU"  
[X Link](https://x.com/cashflowyield/status/1976986641236394264) [@cashflowyield](/creator/x/cashflowyield) 2025-10-11T12:22Z XXX followers, 1379 engagements


"Bill Nygren holdings end of Q2 2025: $FCNCA $LAD $ABNB"  
[X Link](https://x.com/cashflowyield/status/1961683936331042860) [@cashflowyield](/creator/x/cashflowyield) 2025-08-30T06:54Z XXX followers, XXX engagements


"Union Pacific Corporation ( $UNP) shares look fairly valued at $220/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $240/share with a target buy price of $216/share. Here are the key assumptions: ➡ Total diluted shares outstanding: 602M ➡ FCF is projected to grow at X% in the next XX years and X% in perpetuity ➡ X% discount rate (expected rate of return) ➡ XX% margin of safety ✅ With these assumptions I get an intrinsic value of $240/share and a target buy price of $216/share for Union Pacific (fairly valued) $UNP #stocks #StockMarket #ValueInvesting #DCFModel"  
[X Link](https://x.com/cashflowyield/status/1964465888083521698) [@cashflowyield](/creator/x/cashflowyield) 2025-09-06T23:09Z XXX followers, 1698 engagements


"📉📉📉S&P XXX worst performers YTD: $STZ $ALGN $DOW $MOH $DECK $MRNA $CNC $ENPH $IT $LULU $TTD"  
[X Link](https://x.com/cashflowyield/status/1966697356977729724) [@cashflowyield](/creator/x/cashflowyield) 2025-09-13T02:56Z XXX followers, XXX engagements


"AvalonBay Communities ( $AVB) Key Metrics (as of Oct 2025): 🏢 Net Operating Income (NOI): $2B 💰 Enterprise Value (EV): $35B 📊 Market Cap: $27B 📈 NOI/EV: XXX% (implied cap rate) 💵 Adjusted FFO (AFFO): $1.6B AFFO Yield: XXX% 💳 Credit Rating: A- 🧾 Net Debt: $9B Net Debt/NOI: 4.5X ⚖ Interest Expense: $250M NOI/Interest: 8X (strong coverage) 🕒 Debt Maturity Profile: Excellent (3.6% avg. interest rate) 🏠 Occupancy: 95%+ Units: 97200 💸 Price/Unit: $365K NOI/Unit: $20.5K 📉 Share Dilution: Minimal (2.8% in X yrs) 👔 Insider Ownership: 640K shares ($121M) 💰 Dividend Yield: XXXX% I'm"  
[X Link](https://x.com/cashflowyield/status/1974677445468119343) [@cashflowyield](/creator/x/cashflowyield) 2025-10-05T03:26Z XXX followers, XXX engagements


"4 apartment REITs I am buying next week: $AVB $EQR $MAA $CPT"  
[X Link](https://x.com/cashflowyield/status/1977180115970015377) [@cashflowyield](/creator/x/cashflowyield) 2025-10-12T01:10Z XXX followers, XXX engagements


"Insider stock holdings of major healthcare CEOs: ✅Cigna Healthcare $CI: $325M ✅ UnitedHealth Group $UNH: $312M ✅Elevance Health $ELV: $115M ✅Molina Healthcare $MOH: $60M ✅ Centene Corporation $CNC: $6.3M"  
[X Link](https://x.com/cashflowyield/status/1954301632159821872) [@cashflowyield](/creator/x/cashflowyield) 2025-08-09T21:59Z XXX followers, 1103 engagements


"5 Reasons Copart ( $CPRT) Is a Strong Long-Term Investment: ✅Strong revenue and FCF growth (15% CAGR in Revenue and XX% CAGR in Free Cash Flow) ✅Excellent profit margins: XX% gross margin XX% operating margin and XX% net margin ✅Significant stock ownership by the directors and executives (owns 94M shares worth approximately $4.6B) ✅Strong Balance Sheet (no debt/lots of cash available) ✅Reasonable valuation: XXX% FCF/EV Yield #StockMarket #investing"  
[X Link](https://x.com/cashflowyield/status/1963394327607984589) [@cashflowyield](/creator/x/cashflowyield) 2025-09-04T00:11Z XXX followers, 2670 engagements


"Intuitive Surgical ( $ISRG) shares look XX% overvalued at $466/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $438/share with a target buy price of $395/share. Here are the key assumptions: ➡ Total diluted shares outstanding: 362M ➡ FCF is projected to grow at XX% in the next XX years and X% in perpetuity ➡ X% discount rate (expected rate of return) ➡ XX% margin of safety ✅ With these assumptions I get an intrinsic value of $438/share and a target buy price of $395/share for Intuitive Surgical (15% overvalued) $ISRG #stocks #StockMarket #ValueInvesting #DCFModel"  
[X Link](https://x.com/cashflowyield/status/1964693387371770274) [@cashflowyield](/creator/x/cashflowyield) 2025-09-07T14:13Z XXX followers, 1256 engagements


"5 Reasons Intuitive Surgical ( $ISRG) Is a Strong Long-Term Investment: ✅Strong revenue and free cash flow growth (15% CAGR in revenue and XX% CAGR in free cash flow) ✅Excellent profit margins: XX% gross margin XX% operating margin and XX% net margin ✅Significant stock ownership by the CEO (holds a sizable stake worth $731M) ✅Strong Balance Sheet ✅Reasonable valuation: X% FCF/EV Yield but free cash flow is growing at XX% CAGR #StockMarket #investing"  
[X Link](https://x.com/cashflowyield/status/1965565889635311668) [@cashflowyield](/creator/x/cashflowyield) 2025-09-10T00:00Z XXX followers, XXX engagements


"5 Reasons Lam Research ( $LRCX) Is a Strong Long-Term Investment: ✅Strong revenue and free cash flow growth (8% CAGR in Revenue and X% CAGR in Free Cash Flow) ✅Excellent profit margins: XX% gross margin XX% operating margin and XX% net margin ✅Significant stock ownership by the CEO (around 1.25M shares worth $146M) ✅Strong Balance Sheet ✅Reasonable valuation: XXX% FCF/EV Yield"  
[X Link](https://x.com/cashflowyield/status/1966834748514595076) [@cashflowyield](/creator/x/cashflowyield) 2025-09-13T12:02Z XXX followers, XXX engagements


"Elevance Health ( $ELV) may be the best investment opportunity in this overheated market. Shares look XX% undervalued at $312/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $589/share with a target buy price of $472/share. Here are the key assumptions: ➡ Total diluted shares outstanding: 225M ➡ FCF is projected to grow at X% in the next XX years and X% in perpetuity ➡ X% discount rate (expected rate of return) ➡ XX% margin of safety ✅ With these assumptions I get an intrinsic value of $589/share and a target buy price of $472/share for Elevance $ELV"  
[X Link](https://x.com/cashflowyield/status/1966866960118866088) [@cashflowyield](/creator/x/cashflowyield) 2025-09-13T14:10Z XXX followers, 4119 engagements


"Portfolio Breakdown as of today (September XX 2025): 🟢 United Healthcare $UNH: XX% 🟢 Cash: XX% 🟢 Elevance Health $ELV: XX% 🟢 US Treasury: X% 🟢 All others: 10%"  
[X Link](https://x.com/cashflowyield/status/1967158580412555446) [@cashflowyield](/creator/x/cashflowyield) 2025-09-14T09:28Z XXX followers, 1494 engagements


"Elevance Health ( $ELV ) Dividend Highlights: 🟢 Dividend growth: XX% CAGR over the last XX years 🟢 Current yield: XXX% 🟢 Payout ratio: XX% (sustainable & safe)"  
[X Link](https://x.com/cashflowyield/status/1967169540124721259) [@cashflowyield](/creator/x/cashflowyield) 2025-09-14T10:12Z XXX followers, XXX engagements


"Elevance Health ( $ELV) has already repurchased $1.2B worth of stocks in 2025🔥. With another $8B authorized (11% of market cap) buybacks could be a powerful tailwind. Bullish $ELV 📈"  
[X Link](https://x.com/cashflowyield/status/1967202419760316818) [@cashflowyield](/creator/x/cashflowyield) 2025-09-14T12:23Z XXX followers, XXX engagements


"Diageo ( $DEO) shares look fairly valued at $99/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $110/share with a target buy price of $99/share. Here are the key assumptions: ➡ Total diluted (ADR) shares outstanding: 560M ➡ FCF is projected to grow at X% in perpetuity ➡ X% discount rate (expected rate of return) ➡ XX% margin of safety ✅ With these assumptions I get an intrinsic value of $110/share and a target buy price of $99/share for Diageo (fairly valued) $DEO $DGE"  
[X Link](https://x.com/cashflowyield/status/1968540766189535274) [@cashflowyield](/creator/x/cashflowyield) 2025-09-18T05:01Z XXX followers, XXX engagements


"Diageo ( $DEO ) Dividend Highlights: ❌Dividend growth: X% CAGR over the last XX years 🟢 Current yield: XXX% ❌Payout ratio: XX% (at risk ⚠)"  
[X Link](https://x.com/cashflowyield/status/1968549104038064614) [@cashflowyield](/creator/x/cashflowyield) 2025-09-18T05:34Z XXX followers, XXX engagements


"Moody's Corporation ( $MCO) shares look XX% overvalued at $480/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $391/share with a target buy price of $351/share. Here are the key assumptions: ➡ Total diluted shares outstanding: 180M ➡ FCF is projected to grow at X% in the next XX years and X% in perpetuity ➡ X% discount rate (expected rate of return) ➡ XX% margin of safety ✅ With these assumptions I get an intrinsic value of $391/share and a target buy price of $351/share for Moody's Corporation $MCO"  
[X Link](https://x.com/cashflowyield/status/1969896420712059317) [@cashflowyield](/creator/x/cashflowyield) 2025-09-21T22:48Z XXX followers, XXX engagements


"✅ Union Pacific ( $UNP ) has grown dividends at a XX% CAGR over the last XX years now offering a XXX% yield with a safe XX% payout ratio"  
[X Link](https://x.com/cashflowyield/status/1969920831418667459) [@cashflowyield](/creator/x/cashflowyield) 2025-09-22T00:25Z XXX followers, XXX engagements


"✅ Church & Dwight ( $CHD ) has grown dividends at a X% CAGR over the last XX years now offering a XXX% yield with a safe XX% payout ratio"  
[X Link](https://x.com/cashflowyield/status/1970326117379911994) [@cashflowyield](/creator/x/cashflowyield) 2025-09-23T03:15Z XXX followers, XXX engagements


"Church & Dwight ( $CHD) shares look fairly valued at $86/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $87/share with a target buy price of $78/share. Here are the key assumptions: ➡ Total diluted shares outstanding: 248M ➡ FCF is projected to grow at X% in the next XX years and X% in perpetuity ➡ X% discount rate (expected rate of return) ➡ XX% margin of safety ✅ With these assumptions I get an intrinsic value of $87/share and a target buy price of $78/share for Church & Dwight $CHD"  
[X Link](https://x.com/cashflowyield/status/1970329843385671785) [@cashflowyield](/creator/x/cashflowyield) 2025-09-23T03:30Z XXX followers, XXX engagements


"Reminder: Elevance Health ( $ELV ) remains deeply undervalued"  
[X Link](https://x.com/cashflowyield/status/1970348013832020241) [@cashflowyield](/creator/x/cashflowyield) 2025-09-23T04:42Z XXX followers, XXX engagements


"📉📉📉Nasdaq XXX worst performers YTD: $ODFL $ON $CHTR $REGN $PYPL $CPRT $MRVL $TEAM $LULU $TTD"  
[X Link](https://x.com/cashflowyield/status/1971560394251456657) [@cashflowyield](/creator/x/cashflowyield) 2025-09-26T13:00Z XXX followers, 1143 engagements


"Old Dominion Freight Line ( $ODFL) shares look fairly valued at $140/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $143/share with a target buy price of $129/share. Here are the key assumptions: ➡ Total diluted shares outstanding: 212M ➡ FCF is projected to grow at XX% in the next XX years and X% in perpetuity ➡ X% discount rate (expected rate of return) ➡ XX% margin of safety ✅ With these assumptions I get an intrinsic value of $143/share and a target buy price of $129/share for $ODFL"  
[X Link](https://x.com/cashflowyield/status/1971915726920233396) [@cashflowyield](/creator/x/cashflowyield) 2025-09-27T12:32Z XXX followers, XXX engagements


"✅ Old Dominion Freight Line ( $ODFL) founding family holds a significant stake in the company owning around 20M shares (worth $2.8B) as of the latest proxy statement. Is $ODFL a buy at its current price of $140/share 🤔"  
[X Link](https://x.com/cashflowyield/status/1971923780218900865) [@cashflowyield](/creator/x/cashflowyield) 2025-09-27T13:04Z XXX followers, XXX engagements


"5 Key Points to Consider Before Adding Old Dominion Freight Line ( $ODFL ) to Your Portfolio: ✅Strong revenue and net income growth (7% CAGR in revenue XX% CAGR in net income) but cyclical ⚠ ✅Excellent profit margins: XX% gross margin XX% operating margin and XX% net margin ✅Significant stock ownership by the founding family (around 20M shares worth $2.8B) ✅Strong Balance Sheet ✅Reasonable valuation: XXX% FCF/EV Yield"  
[X Link](https://x.com/cashflowyield/status/1971936614180946301) [@cashflowyield](/creator/x/cashflowyield) 2025-09-27T13:55Z XXX followers, XXX engagements


"Danaher Corporation ( $DHR) shares look fairly valued at $181/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $183/share with a target buy price of $164/share. Here are the key assumptions: ➡ Total diluted shares outstanding: 725M ➡ FCF is projected to grow at X% in the next XX years and X% in perpetuity ➡ X% discount rate (expected rate of return) ➡ XX% margin of safety ✅ With these assumptions I get an intrinsic value of $183/share and a target buy price of $164/share for Danaher $DHR"  
[X Link](https://x.com/cashflowyield/status/1972089622491746531) [@cashflowyield](/creator/x/cashflowyield) 2025-09-28T00:03Z XXX followers, 1467 engagements


"✅ Danaher Corporation ( $DHR ) has grown dividends at a X% CAGR over the last XX years now offering a XXX% yield with a safe XX% payout ratio"  
[X Link](https://x.com/cashflowyield/status/1972096920316522576) [@cashflowyield](/creator/x/cashflowyield) 2025-09-28T00:32Z XXX followers, 1349 engagements


"✅ Danaher ( $DHR) founders hold a significant stake in the company owning around 80M shares (worth $14.5B) as of the latest proxy statement. Is Danaher Stock ( $DHR) a buy at its current price of $181/share 🤔 #stocks #investingideas #InsiderOwnership"  
[X Link](https://x.com/cashflowyield/status/1972269810001027266) [@cashflowyield](/creator/x/cashflowyield) 2025-09-28T11:59Z XXX followers, XXX engagements


"Intuitive Surgical ( $ISRG) is nearing fair value but Im still waiting for a better entry"  
[X Link](https://x.com/cashflowyield/status/1972433890636595264) [@cashflowyield](/creator/x/cashflowyield) 2025-09-28T22:51Z XXX followers, XXX engagements


"Lockheed Martin ( $LMT) shares look XX% overvalued at $487/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $480/share with a target buy price of $432/share. Here are the key assumptions: ➡ Total diluted shares outstanding: 236M ➡ FCF is projected to grow at X% in perpetuity ➡ X% discount rate (expected rate of return) ➡ XX% margin of safety ✅ With these assumptions I get an intrinsic value of $480/share and a target buy price of $432/share for Lockheed Martin $LMT"  
[X Link](https://x.com/cashflowyield/status/1972447983485792628) [@cashflowyield](/creator/x/cashflowyield) 2025-09-28T23:47Z XXX followers, XXX engagements


"Portfolio Breakdown as of today (October X 2025): 🟢 United Healthcare $UNH: XXXX% 🟢 Cash: XXXX% 🟢 Elevance Health $ELV: XXXX% 🟢 US Treasury: XXX% 🟢 All others: 10.7%"  
[X Link](https://x.com/cashflowyield/status/1974318225610707140) [@cashflowyield](/creator/x/cashflowyield) 2025-10-04T03:38Z XXX followers, XXX engagements


"Friendly reminder: Elevance Health ( $ELV) still looks undervalued my fair value target remains $472/share"  
[X Link](https://x.com/cashflowyield/status/1974459739992899837) [@cashflowyield](/creator/x/cashflowyield) 2025-10-04T13:01Z XXX followers, XXX engagements


"📉📉📉Nasdaq XXX worst performers YTD: $ODFL $CPRT $ON $MRVL $ADBE $TEAM $LULU $TTD"  
[X Link](https://x.com/cashflowyield/status/1974472574001373636) [@cashflowyield](/creator/x/cashflowyield) 2025-10-04T13:52Z XXX followers, XXX engagements


"Equity Residential ( $EQR) Key Metrics (as of Oct 2025): 🏢 Net Operating Income (NOI): $2B 💰 Enterprise Value (EV): $33B 📊 Market Cap: $24B 📈 NOI/EV: XXX% (implied cap rate) 💵 Adjusted FFO (AFFO): $1.5B AFFO Yield: XXXX% 💳 Credit Rating: A- 🧾 Net Debt: $9B Net Debt/NOI: 4.5X ⚖ Interest Expense: $290M NOI/Interest: 6.9X (strong coverage) 🕒 Debt Maturity Profile: Good (3.9% avg. interest rate) 🏠 Occupancy: 95%+ Units: 86400 💸 Price/Unit: $382K NOI/Unit: $23.1K 📉 Share Dilution: Minimal (2.3% in last X yrs) 👔 Insider Ownership: 2.2M shares ($136M) 💰 Dividend Yield: XXXX% $EQR looks"  
[X Link](https://x.com/cashflowyield/status/1977008786394276037) [@cashflowyield](/creator/x/cashflowyield) 2025-10-11T13:50Z XXX followers, XXX engagements


"💎 $CPRT Great business trading at a fair value"  
[X Link](https://x.com/cashflowyield/status/1977015078181323262) [@cashflowyield](/creator/x/cashflowyield) 2025-10-11T14:15Z XXX followers, XXX engagements


"📉📉📉Nasdaq XXX worst performers YTD: $CPRT $ODFL $ADBE $CHTR $ON $TEAM $TTD $LULU"  
[X Link](https://x.com/cashflowyield/status/1977171608742572426) [@cashflowyield](/creator/x/cashflowyield) 2025-10-12T00:37Z XXX followers, XXX engagements


"@The_RockTrading bullish $UNH. Expecting $XXX by earnings"  
[X Link](https://x.com/cashflowyield/status/1977801684815601893) [@cashflowyield](/creator/x/cashflowyield) 2025-10-13T18:20Z XXX followers, XXX engagements


"My fair value estimate for Colgate-Palmolive $CL is around $75/share"  
[X Link](https://x.com/cashflowyield/status/1979035319908303229) [@cashflowyield](/creator/x/cashflowyield) 2025-10-17T04:02Z XXX followers, XXX engagements


"Essex Property Trust ( $ESS) Key Metrics (as of Oct 2025): 🏢 Net Operating Income (NOI): $1.3B 💰 Enterprise Value (EV): $24B 📊 Market Cap: $17B 📈 NOI/EV: XXX% (implied cap rate) 💵 Adjusted FFO (AFFO): $1.1B AFFO Yield: XXX% 💳 Credit Rating: BBB+ 🧾 Net Debt: $7B Net Debt/NOI: 5.4X ⚖ Interest Expense: $250M NOI/Interest: 5.2X (ok coverage) 🕒 Debt Maturity Profile: ok (3.6% avg. interest rate) 🏠 Occupancy: 95%+ Units: 62842 💸 Price/Unit: $381K NOI/Unit: $20.6K 📉 Share Dilution: None 👔 Insider Ownership: 2.2M shares ($561M) 💰 Dividend Yield: XXXX% Watching $ESS at $255/share- along"  
[X Link](https://x.com/cashflowyield/status/1976987144024400020) [@cashflowyield](/creator/x/cashflowyield) 2025-10-11T12:24Z XXX followers, XXX engagements


"Mid-America Apartment Communities ( $MAA) Key Metrics (as of Oct 2025): 🏢 Net Operating Income (NOI): $1.3B 💰 Enterprise Value (EV): $21.5B 📊 Market Cap: $16B 📈 NOI/EV: XXX% (implied cap rate) 💵 Adjusted FFO (AFFO): $1.05B AFFO Yield: XXX% 💳 Credit Rating: A- 🧾 Net Debt: $5.5B Net Debt/NOI: 4.2X ⚖ Interest Expense: $180M NOI/Interest: 7X (strong coverage) 🕒 Debt Maturity Profile: Very good (3.8% avg. interest rate) 🏠 Occupancy: 95%+ Units: 104347 💸 Price/Unit: $206K NOI/Unit: $12.5K 📉 Share Dilution: Minimal (2.6% in X yrs) 👔 Insider Ownership: 1.4M shares ($196M) 💰 Dividend"  
[X Link](https://x.com/cashflowyield/status/1974914413321986075) [@cashflowyield](/creator/x/cashflowyield) 2025-10-05T19:07Z XXX followers, XXX engagements


"Camden Property Trust ( $CPT) Key Metrics (as of Oct 2025): 🏢 Net Operating Income (NOI): $1B 💰 Enterprise Value (EV): $15B 📊 Market Cap: $11B 📈 NOI/EV: XXXX% (implied cap rate) 💵 Adjusted FFO (AFFO): $665M AFFO Yield: XXX% 💳 Credit Rating: A- 🧾 Net Debt: $4B Net Debt/NOI: 4.0X ⚖ Interest Expense: $140M NOI/Interest: 7.1X (strong coverage) 🕒 Debt Maturity Profile: Good (4.1% avg. interest rate) 🏠 Occupancy: 95%+ Units: 60000 💸 Price/Unit: $250K NOI/Unit: $16.6K 📉 Share Dilution: Moderate (9% in last X yrs) 👔 Insider Ownership: 2M shares ($202M) 💰 Dividend Yield: XXXX% I'm"  
[X Link](https://x.com/cashflowyield/status/1976671563958337685) [@cashflowyield](/creator/x/cashflowyield) 2025-10-10T15:30Z XXX followers, XXX engagements


"Clorox ( $CLX) looks fairly valued at $119/share"  
[X Link](https://x.com/cashflowyield/status/1979523105681735810) [@cashflowyield](/creator/x/cashflowyield) 2025-10-18T12:21Z XXX followers, XXX engagements


"📉📉📉S&P XXX worst performers YTD: $ALGN $STZ $MRNA $FDS $CNC $KMX $DOW $IT $DECK $LULU $TTD"  
[X Link](https://x.com/cashflowyield/status/1971552835486593511) [@cashflowyield](/creator/x/cashflowyield) 2025-09-26T12:30Z XXX followers, XXX engagements


"Dodge & Cox added more $UNH shares in Q3 2025: currently holding a $2.2B position"  
[X Link](https://x.com/cashflowyield/status/1978658413576900741) [@cashflowyield](/creator/x/cashflowyield) 2025-10-16T03:05Z XXX followers, 1137 engagements


"🚨🚨🚨Earnings watchlist for this week: $DHR $NDAQ $KO $EFX $RTX $MMM $TXN $ELV $NFLX $NOC $LMT $ISRG $PCAR $HLT $TMO $T $BSX $LUV $LRCX $MCO $TSLA $UNP $TMUS $POOL $TSCO $DOW $CBRE $BX $HON $NSC $HCA $PG $GD"  
[X Link](https://x.com/cashflowyield/status/1980528544100110377) [@cashflowyield](/creator/x/cashflowyield) 2025-10-21T06:56Z XXX followers, XX engagements