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[@cashflowyield](/creator/twitter/cashflowyield)
"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


"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


"✅ Intuitive Surgical ( $ISRG) CEO holds a significant stake in the company owning around 1.57M shares (worth $731M) as of the latest proxy statement. Is Intuitive Surgical Stock ( $ISRG) a buy at its current price of $466/share 🤔 #stocks #investingideas #InsiderOwnership"  
[X Link](https://x.com/cashflowyield/status/1965575449674658223) [@cashflowyield](/creator/x/cashflowyield) 2025-09-10T00:38Z XXX followers, 1576 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


"Alcoholic beverage stocks are down big this year 🍺📉: $STZ $DEO $SAM $TAP $BUD $BFB. Bargain or value trap"  
[X Link](https://x.com/cashflowyield/status/1969849854869594304) [@cashflowyield](/creator/x/cashflowyield) 2025-09-21T19:42Z XXX followers, 1342 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


"@Kolby_Smith @thexcapitalist Heres the definition of smart money: Warren Buffett David Tepper Chris Davis Michael Burry Jim Simons and potentially more joining this quarter (Q3 2025). $UNH"  
[X Link](https://x.com/cashflowyield/status/1979029157255209095) [@cashflowyield](/creator/x/cashflowyield) 2025-10-17T03:38Z 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


"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


"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


"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


"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


"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


"📉📉📉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, 1345 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, 1123 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

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@cashflowyield "Multifamily apartment REITs are struggling in 2025. Here are some excellent opportunities I see in the market: $AVB $EQR $MAA $CPT $ESS"
X Link @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 @cashflowyield 2025-10-11T01:19Z 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 @cashflowyield 2025-10-05T03:26Z XXX followers, XXX engagements

"4 apartment REITs I am buying next week: $AVB $EQR $MAA $CPT"
X Link @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 @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 @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 @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 @cashflowyield 2025-09-10T00:00Z XXX followers, XXX engagements

"✅ Intuitive Surgical ( $ISRG) CEO holds a significant stake in the company owning around 1.57M shares (worth $731M) as of the latest proxy statement. Is Intuitive Surgical Stock ( $ISRG) a buy at its current price of $466/share 🤔 #stocks #investingideas #InsiderOwnership"
X Link @cashflowyield 2025-09-10T00:38Z XXX followers, 1576 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 @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 @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 @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 @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 @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 @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 @cashflowyield 2025-09-18T05:34Z XXX followers, XXX engagements

"Alcoholic beverage stocks are down big this year 🍺📉: $STZ $DEO $SAM $TAP $BUD $BFB. Bargain or value trap"
X Link @cashflowyield 2025-09-21T19:42Z XXX followers, 1342 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 @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 @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 @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 @cashflowyield 2025-09-23T03:30Z XXX followers, XXX engagements

"Reminder: Elevance Health ( $ELV ) remains deeply undervalued"
X Link @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 @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 @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 @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 @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 @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 @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 @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 @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 @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 @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 @cashflowyield 2025-10-04T13:01Z XXX followers, XXX engagements

"📉📉📉Nasdaq XXX worst performers YTD: $ODFL $CPRT $ON $MRVL $ADBE $TEAM $LULU $TTD"
X Link @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 @cashflowyield 2025-10-11T13:50Z XXX followers, XXX engagements

"💎 $CPRT Great business trading at a fair value"
X Link @cashflowyield 2025-10-11T14:15Z XXX followers, XXX engagements

"📉📉📉Nasdaq XXX worst performers YTD: $CPRT $ODFL $ADBE $CHTR $ON $TEAM $TTD $LULU"
X Link @cashflowyield 2025-10-12T00:37Z XXX followers, XXX engagements

"@The_RockTrading bullish $UNH. Expecting $XXX by earnings"
X Link @cashflowyield 2025-10-13T18:20Z XXX followers, XXX engagements

"@Kolby_Smith @thexcapitalist Heres the definition of smart money: Warren Buffett David Tepper Chris Davis Michael Burry Jim Simons and potentially more joining this quarter (Q3 2025). $UNH"
X Link @cashflowyield 2025-10-17T03:38Z XXX followers, XXX engagements

"My fair value estimate for Colgate-Palmolive $CL is around $75/share"
X Link @cashflowyield 2025-10-17T04:02Z 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 @cashflowyield 2025-09-06T23:09Z XXX followers, 1698 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 @cashflowyield 2025-09-14T02:23Z 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 @cashflowyield 2025-10-11T12:24Z XXX followers, XXX engagements

"Bill Nygren holdings end of Q2 2025: $FCNCA $LAD $ABNB"
X Link @cashflowyield 2025-08-30T06:54Z 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 @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 @cashflowyield 2025-10-10T15:30Z XXX followers, XXX engagements

"📉📉📉S&P XXX worst performers YTD: $FI $CNC $FDS $KMX $DOW $IT $DECK $TTD $LULU"
X Link @cashflowyield 2025-10-11T12:22Z XXX followers, 1345 engagements

"Dodge & Cox added more $UNH shares in Q3 2025: currently holding a $2.2B position"
X Link @cashflowyield 2025-10-16T03:05Z XXX followers, 1123 engagements

"Clorox ( $CLX) looks fairly valued at $119/share"
X Link @cashflowyield 2025-10-18T12:21Z XXX followers, XXX engagements

creator/twitter::1614422136827056129/posts
/creator/twitter::1614422136827056129/posts