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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, discount 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 -XX%
- X Month XXXXXX +37%
- X Months XXXXXXX +44%
- X Year XXXXXXX +148%

### 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 +35%
- X Months XXX +19%
- X Year XXX +111%

### 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 +1.20%
- X Month XXX +4.90%
- X Months XXX +45%
- X Year XXX +4.70%

### 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% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[cash flow](/topic/cash-flow) #83, [$elv](/topic/$elv) #24, [investment](/topic/investment) 6.67%, [discount](/topic/discount) #1965, [over the](/topic/over-the) 5.93%, [$unh](/topic/$unh) #108, [cagr](/topic/cagr) #70, [stocks](/topic/stocks) 5.19%, [$cprt](/topic/$cprt) #79, [$odfl](/topic/$odfl) #1

**Top accounts mentioned or mentioned by**
[@dividenddudex](/creator/undefined) [@thexcapitalist](/creator/undefined) [@dreamdividend](/creator/undefined) [@wheelieinvestor](/creator/undefined) [@deepicevalue](/creator/undefined) [@stockboildown](/creator/undefined) [@bagholderiq](/creator/undefined) [@juliantrades1](/creator/undefined) [@stocktradermax](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@barackobama](/creator/undefined) [@wealthcoachmak](/creator/undefined) [@techinvestor20](/creator/undefined) [@rentyourstocks](/creator/undefined) [@saynototrading](/creator/undefined) [@boujeefinances](/creator/undefined) [@tidefallcapital](/creator/undefined) [@wearycenturion](/creator/undefined) [@gurgavin](/creator/undefined)

**Top assets mentioned**
[Elevance Health Inc (ELV)](/topic/$elv) [UnitedHealth Group (UNH)](/topic/$unh) [Copart, Inc. (CPRT)](/topic/$cprt) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Union Pacific Corporation (UNP)](/topic/union-pacific) [UNIPOLY (UNP)](/topic/$unp) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Diageo plc (DEO)](/topic/$deo) [ON Semiconductor, Corp. (ON)](/topic/$on) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Danaher Corporation (DHR)](/topic/$dhr) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Camden Property Trust (CPT)](/topic/$cpt) [Equity Residential (EQR)](/topic/$eqr) [Centene Corp (CNC)](/topic/$cnc) [Earth X Essence (ESS)](/topic/$ess) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Church & Dwight Co., Inc. (CHD)](/topic/$chd) [Charter Communications Inc (CHTR)](/topic/$chtr) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Roper Technologies Inc (ROP)](/topic/$rop) [Adobe, Inc. (ADBE)](/topic/$adbe) [Autonomous Virtual Beings (AVB)](/topic/$avb) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Fiserv, Inc. (FI)](/topic/$fi) [Gartner Inc (IT)](/topic/$it) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [CarMax, Inc (KMX)](/topic/$kmx) [Dow Inc (DOW)](/topic/$dow) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Cigna Corp (CI)](/topic/$ci) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [First Citizens BancShares, Inc. (FCNCA)](/topic/$fcnca) [Lithia Motors, Inc. (LAD)](/topic/$lad) [Airbnb Inc (ABNB)](/topic/$abnb) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [KLA Corp (KLAC)](/topic/kla-corp) [Samsunspor Fan Token (SAM)](/topic/$sam)
### Top Social Posts [#](/creator/twitter::1614422136827056129/posts)
---
Top posts by engagements in the last XX hours

"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 ) 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


"📉📉📉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, 1223 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


"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, XXX engagements


"$UNH earnings release: Oct XX (Tuesday) before market open. Bullish long term"  
[X Link](https://x.com/cashflowyield/status/1978620140821545113) [@cashflowyield](/creator/x/cashflowyield) 2025-10-16T00:32Z 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


"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


"Francis Chou portfolio end of Q2 2025: $BRKA $SIRI $GOOG"  
[X Link](https://x.com/cashflowyield/status/1962597073834123750) [@cashflowyield](/creator/x/cashflowyield) 2025-09-01T19:23Z XXX followers, 1526 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, 2650 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, 1678 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, 1255 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 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


"Union Pacific ( $UNP ) 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/1967234381531247053) [@cashflowyield](/creator/x/cashflowyield) 2025-09-14T14:30Z XXX followers, XXX engagements


"KLA Corp ( $KLAC) shares look fairly valued at $964/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $1077/share with a target buy price of $970/share. Here are the key assumptions: ➡ Total diluted shares outstanding: 133M ➡ 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 $1077/share and a target buy price of $970/share for KLA Corp (fairly valued) $KLAC"  
[X Link](https://x.com/cashflowyield/status/1967417427568033801) [@cashflowyield](/creator/x/cashflowyield) 2025-09-15T02:37Z 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


"📉📉📉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, 1139 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, 1459 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, 1337 engagements


"Roper Technologies ( $ROP) shares look fairly valued at $499/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $523/share with a target buy price of $471/share. Here are the key assumptions: ➡ Total diluted shares outstanding: 108M ➡ 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 $523/share and a target buy price of $471/share for Roper Tech. $ROP"  
[X Link](https://x.com/cashflowyield/status/1972110817496797580) [@cashflowyield](/creator/x/cashflowyield) 2025-09-28T01:27Z XXX followers, XXX engagements


"✅ Roper Tech. ( $ROP) CEO holds a significant stake in the company owning around 500k shares (worth $260M) as of the latest proxy statement. Is Roper Technologies stock ( $ROP) a buy at its current price of $499/share 🤔 #stocks #investingideas #InsiderOwnership"  
[X Link](https://x.com/cashflowyield/status/1972113472352915548) [@cashflowyield](/creator/x/cashflowyield) 2025-09-28T01:37Z XXX followers, XXX 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


"Copart ( $CPRT) is trading at XX forward earnings. Would you buy at $44/share"  
[X Link](https://x.com/cashflowyield/status/1972361268586860580) [@cashflowyield](/creator/x/cashflowyield) 2025-09-28T18:02Z 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


"Constellation Brands ( $STZ) is now cheaper than what Warren Buffett paid. Great opportunity at $132/share:"  
[X Link](https://x.com/cashflowyield/status/1972437665636303220) [@cashflowyield](/creator/x/cashflowyield) 2025-09-28T23:06Z 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


"S&P Global ( $SPGI) is down XX% over the last month. Are you buying"  
[X Link](https://x.com/cashflowyield/status/1974475845910798591) [@cashflowyield](/creator/x/cashflowyield) 2025-10-04T14:05Z 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


"@Leo_Traydes $UNH under $XXX. $ELV under $XXX. Both are great"  
[X Link](https://x.com/cashflowyield/status/1975730357732331965) [@cashflowyield](/creator/x/cashflowyield) 2025-10-08T01:09Z 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


"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


"💎 $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


"@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


"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, 4105 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, 1492 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


"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


"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


"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


"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


"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


"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 Cash Flow Yield

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

Engagements: XXX #

X Week XXXXX -XX%
X Month XXXXXX +37%
X Months XXXXXXX +44%
X Year XXXXXXX +148%

Mentions: XX #

X Week XX -XXXX%
X Month XXX +35%
X Months XXX +19%
X Year XXX +111%

Followers: XXX #

X Week XXX +1.20%
X Month XXX +4.90%
X Months XXX +45%
X Year XXX +4.70%

CreatorRank: XXXXXXXXX #

Social Influence #

Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXX% fashion brands XXXX% technology brands XXXX% exchanges XXXX%

Social topic influence cash flow #83, $elv #24, investment 6.67%, discount #1965, over the 5.93%, $unh #108, cagr #70, stocks 5.19%, $cprt #79, $odfl #1

Top accounts mentioned or mentioned by @dividenddudex @thexcapitalist @dreamdividend @wheelieinvestor @deepicevalue @stockboildown @bagholderiq @juliantrades1 @stocktradermax @stockmarketnerd @realdonaldtrump @barackobama @wealthcoachmak @techinvestor20 @rentyourstocks @saynototrading @boujeefinances @tidefallcapital @wearycenturion @gurgavin

Top assets mentioned Elevance Health Inc (ELV) UnitedHealth Group (UNH) Copart, Inc. (CPRT) Old Dominion Freight Line Inc (ODFL) Lululemon Athletica Inc (LULU) Trade Desk, Inc. (TTD) Union Pacific Corporation (UNP) UNIPOLY (UNP) Intuitive Surgical, Inc. (ISRG) Diageo plc (DEO) ON Semiconductor, Corp. (ON) Atlassian Corporation PLC (TEAM) Danaher Corporation (DHR) Mid-America Apartment Communities Inc (MAA) Camden Property Trust (CPT) Equity Residential (EQR) Centene Corp (CNC) Earth X Essence (ESS) Constellation Brands, Inc. Class A (STZ) Church & Dwight Co., Inc. (CHD) Charter Communications Inc (CHTR) Marvell Technology Inc (MRVL) Roper Technologies Inc (ROP) Adobe, Inc. (ADBE) Autonomous Virtual Beings (AVB) Lam Research Corporation (LRCX) Fiserv, Inc. (FI) Gartner Inc (IT) Factset Research Systems, Inc. (FDS) CarMax, Inc (KMX) Dow Inc (DOW) Deckers Outdoor, Corp. (DECK) Cigna Corp (CI) Molina Healthcare, Inc. (MOH) First Citizens BancShares, Inc. (FCNCA) Lithia Motors, Inc. (LAD) Airbnb Inc (ABNB) Berkshire Hathaway Inc. (BRK.A) Sirius XM Holdings Inc (SIRI) Alphabet Inc Class A (GOOGL) KLA Corp (KLAC) Samsunspor Fan Token (SAM)

Top Social Posts #

Top posts by engagements in the last XX hours

"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 ) 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

"📉📉📉S&P XXX worst performers YTD: $FI $CNC $FDS $KMX $DOW $IT $DECK $TTD $LULU"
X Link @cashflowyield 2025-10-11T12:22Z XXX followers, 1223 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

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

"$UNH earnings release: Oct XX (Tuesday) before market open. Bullish long term"
X Link @cashflowyield 2025-10-16T00:32Z 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

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

"Francis Chou portfolio end of Q2 2025: $BRKA $SIRI $GOOG"
X Link @cashflowyield 2025-09-01T19:23Z XXX followers, 1526 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, 2650 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, 1678 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, 1255 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 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

"Union Pacific ( $UNP ) Dividend Highlights: 🟢 Dividend growth: XX% CAGR over the last XX years 🟢 Current yield: XXX% 🟢 Payout ratio: XX% (sustainable & safe)"
X Link @cashflowyield 2025-09-14T14:30Z XXX followers, XXX engagements

"KLA Corp ( $KLAC) shares look fairly valued at $964/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $1077/share with a target buy price of $970/share. Here are the key assumptions: ➡ Total diluted shares outstanding: 133M ➡ 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 $1077/share and a target buy price of $970/share for KLA Corp (fairly valued) $KLAC"
X Link @cashflowyield 2025-09-15T02:37Z 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

"📉📉📉Nasdaq XXX worst performers YTD: $ODFL $ON $CHTR $REGN $PYPL $CPRT $MRVL $TEAM $LULU $TTD"
X Link @cashflowyield 2025-09-26T13:00Z XXX followers, 1139 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, 1459 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, 1337 engagements

"Roper Technologies ( $ROP) shares look fairly valued at $499/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $523/share with a target buy price of $471/share. Here are the key assumptions: ➡ Total diluted shares outstanding: 108M ➡ 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 $523/share and a target buy price of $471/share for Roper Tech. $ROP"
X Link @cashflowyield 2025-09-28T01:27Z XXX followers, XXX engagements

"✅ Roper Tech. ( $ROP) CEO holds a significant stake in the company owning around 500k shares (worth $260M) as of the latest proxy statement. Is Roper Technologies stock ( $ROP) a buy at its current price of $499/share 🤔 #stocks #investingideas #InsiderOwnership"
X Link @cashflowyield 2025-09-28T01:37Z XXX followers, XXX 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

"Copart ( $CPRT) is trading at XX forward earnings. Would you buy at $44/share"
X Link @cashflowyield 2025-09-28T18:02Z 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

"Constellation Brands ( $STZ) is now cheaper than what Warren Buffett paid. Great opportunity at $132/share:"
X Link @cashflowyield 2025-09-28T23:06Z 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

"S&P Global ( $SPGI) is down XX% over the last month. Are you buying"
X Link @cashflowyield 2025-10-04T14:05Z 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

"@Leo_Traydes $UNH under $XXX. $ELV under $XXX. Both are great"
X Link @cashflowyield 2025-10-08T01:09Z 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

"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

"💎 $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

"@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

"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, 4105 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, 1492 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

"Reminder: Elevance Health ( $ELV ) remains deeply undervalued"
X Link @cashflowyield 2025-09-23T04:42Z 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

"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

"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

"4 apartment REITs I am buying next week: $AVB $EQR $MAA $CPT"
X Link @cashflowyield 2025-10-12T01:10Z XXX followers, XXX engagements

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