Kurt
903 posts


There's so much worthless noise, irrational drivel or fake news that when I see a real, valuable, actionalble story I title the post "news." The DIS 10% rip today, to me, is about actions a GOAT CFO Hugh Johnston is implementing. Hugh was CFO at PEP for 14y & is on the MSFT board
John Rotonti Jr@JRogrow
News… reuters.com/business/media….
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💯💯💯. Here are some additional screenshots showing the same thing: Empirically, FCF yield (using enterprise value) is the best predictor of forward rates of return…
x.com/jrogrow/status…
Kantro@MichaelKantro
Cash (flow) valuation is 👑. Book and sales yield factors are less useful and often explained by other factors (i.e., risk, cyclicality). #macro #markets #HOPE
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@KerryHannon @YahooFinance fascinating. @Headstart_io is the AI hiring bot that does the opposite. It mitigates bias, with transparency and analytics.
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Looking for a new job? New rules may save you from the AI hiring bots. @YahooFinance finance.yahoo.com/news/looking-f…
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@SecretCFO @OnlyCFO Or really bad!
which might be easier to pull off (pun intended)
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@OnlyCFO If you are breaking cover, your real life hair better be fucking great.
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@JRogrow required for our Anderson Reports, the best finance and investments class in Colorado.
Jason Trice🚢@Jason_Trice
I need more reps! Running $RILY through the 25-question risk analysis helped me realize where to focus my energy. I'll be running $GXO through the @JRogrow balance sheet checklist this week. Want to join me? Pick a company, and let's go! jasontrice.substack.com/p/building-a-f…
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