Cash Flow Yield

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Cash Flow Yield

Cash Flow Yield

@cashflowyield

9-5 Engineer on a mission to financial freedom 💰 ⏰ 🏡 | building a $1M stock portfolio 💸| Investing in high-quality stocks and sharing ideas

Boise, ID เข้าร่วม Ocak 2023
315 กำลังติดตาม742 ผู้ติดตาม
ทวีตที่ปักหมุด
Cash Flow Yield
Cash Flow Yield@cashflowyield·
🚨Portfolio Breakdown as of today (March 28, 2026): 🟢 UnitedHealth Group $UNH: 21.0% 🟢 Cash: 19.6% 🟢 Elevance Health $ELV: 11.6% 🟢 Adobe $ADBE: 4.6% 🟢 Intuit $INTU: 3.0% 🟢 Microsoft Corporation $MSFT: 2.5% 🟢 Booking Holdings $BKNG: 2.1% 🟢 Meta Platforms $META: 2.0% 🟢 Mid‑America Apartments $MAA: 1.9% 🟢 Diageo $DEO: 1.7% 🟢 All other positions: 30.1%
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Cash Flow Yield
Cash Flow Yield@cashflowyield·
5 Reasons Booking Holdings ( $BKNG) Is a Strong Long-Term Investment: ✅Strong revenue and FCF growth (~30% CAGR in Revenue and ~50% CAGR in Free Cash Flow) ✅Excellent profit margins: ~35% operating margin, and ~20% net margin ✅Strong Balance Sheet: A- credit rating ✅Management has reduced share count by ~35% in the last 10 years through aggressive buybacks ✅Undervalued: ~6.5% FCF/EV Yield #StockMarket #investing
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Cash Flow Yield
Cash Flow Yield@cashflowyield·
$CPT trading at ~7% implied cap rate — cheap for a best-in-class apartment REIT
Cash Flow Yield@cashflowyield

Camden Property Trust ( $CPT) — Key Metrics (as of Oct 2025): 🏢 Net Operating Income (NOI): $1B 💰 Enterprise Value (EV): $15B 📊 Market Cap: $11B 📈 NOI/EV: 6.66% (implied cap rate) 💵 Adjusted FFO (AFFO): $665M → AFFO Yield: 6.0% 💳 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: 60,000 💸 Price/Unit: $250K | NOI/Unit: $16.6K 📉 Share Dilution: Moderate (~9% in last 5 yrs) 👔 Insider Ownership: ~2M shares (~$202M) 💰 Dividend Yield: 4.08% I'm nibbling $CPT around $102/share. NFA.

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Cole Grinde
Cole Grinde@GrindeOptions·
Selling options will change your life.
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Cash Flow Yield
Cash Flow Yield@cashflowyield·
@Barchart Apparel is a tough sector to invest for long term compounding : $NKE $LULU
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Barchart
Barchart@Barchart·
Nike $NKE plunges to its most oversold level in history on the monthly chart 📉📉📉
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Reflection🪩
Reflection🪩@0xReflection·
All you need is 14 flips: $100 $350 $700 $1.4K $2.8K $5.6K $11.2K $22.4K $44.8K $89.6K $179.2K $358.4K $716.8K $1.4M…show more
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Canada Hates Trump
Canada Hates Trump@AntiTrumpCanada·
The motherfucker’s gonna claim he died and will roll out a full resurrection announcement tomorrow, isn’t he?
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Cash Flow Yield
Cash Flow Yield@cashflowyield·
@AparicioCadiz even Jeremy Holy Smokes doesn’t know what to do with his $NIKE position — that’s your capitulation signal.
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Antonio Cádiz
Antonio Cádiz@AparicioCadiz·
Ojito, mucha gente diciendo que Nike $NKE se va a 20$. Suele ser una señal de capitulación o cercana a la capitulación.
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Cash Flow Yield
Cash Flow Yield@cashflowyield·
📉Nasdaq 100 worst performers YTD: $ADBE $DASH $TRI $INTU $ZS $WDAY $CSGP $APP $TEAM
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Mike Zaccardi, CFA, CMT 🍖
Mike Zaccardi, CFA, CMT 🍖@MikeZaccardi·
Capex from AI hyperscalers continues to skyrocket JPMAM $GOOGL $AMZN $META $MSFT $ORCL
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Cash Flow Yield
Cash Flow Yield@cashflowyield·
$MU is now the 26th largest company in the world — bigger than Chevron $CVX and Palantir $PLTR A memory chip company. In the top 30 globally. The AI supercycle is real.
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Investing.com
Investing.com@Investingcom·
⚠️WHAT IS THE MOST UNDERVALUED STOCK IN THE MARKET RIGHT NOW?
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Cash Flow Yield
Cash Flow Yield@cashflowyield·
5 Reasons Microsoft ( $MSFT) Is a Strong Long-Term Investment: ✅Strong revenue and net income growth (~15% CAGR in Revenue and ~17% CAGR in Net Income) ✅Excellent profit margins: ~69% gross margin, ~45% operating margin, and ~36% net margin ✅Strong Balance Sheet (net cash): AAA credit rating ✅CEO and CFO holds ~1.5M shares worth approximately $1B (former executives Steve Ballmer and Bill Gates own sizable positions as well) ✅Fair valuation: ~3.8% Earnings/EV Yield #StockMarket #investing
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Cash Flow Yield@cashflowyield·
5 Reasons Mastercard ( $MA) Is a Strong Long-Term Investment: ✅Strong revenue and FCF growth (~12% CAGR in Revenue and ~12% CAGR in Free Cash Flow) ✅Excellent profit margins: ~78% gross margin, ~60% operating margin, and ~46% net margin ✅Strong Balance Sheet: A+ credit rating ✅Management has reduced share count by ~20% in the last 10 years through aggressive buybacks ✅Fair valuation: ~4% FCF/EV Yield #StockMarket #investing
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Cash Flow Yield
Cash Flow Yield@cashflowyield·
🚨🚨🚨S&P 500 worst performers YTD: $FICO $INTU $ARES $IT $WDAY $HOOD $CSGP $TTD $APP
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Steve Burns
Steve Burns@SJosephBurns·
Hey @grok What’s the current equivalent stock of buying $NVDA in April 2021 that nobody takes seriously yet?
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Shay Boloor
Shay Boloor@StockSavvyShay·
Cathie Wood says Bitcoin’s days of the typical 85% crash are over, calling it a proven technology, a proven monetary system and a new asset class. Her point is that $BTC is maturing from a speculative trade into a more established part of the financial system.
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Path of Men
Path of Men@PathOfMen_·
You don't need therapy All you need is a beautiful mid gf, positive cash flow, sport/traveling with the boys, time spent in nature, a medium rare steak, 3x/week workout, and prayer Very simple
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Cash Flow Yield
Cash Flow Yield@cashflowyield·
@long_equity Look at Synopsys too. $SNPS + $CDNS is a duopoly — nobody builds a chip without them
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Long Equity
Long Equity@long_equity·
Here’s the portfolio and the companies I’m currently researching.
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Cash Flow Yield
Cash Flow Yield@cashflowyield·
The strategy is pretty simple for young investors to accumulate generational wealth in their retirement: Step 1: Work hard at your 9-5 and make a decent salary. Step 2: Live below your means. Step 3: Save and invest aggressively in low-cost index funds like $VOO, $VTI, $QQQ, $VUG, etc. Step 4: Retire with a multi-million dollar portfolio. That’s it. That’s the secret to retiring comfortably.
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Create Profit
Create Profit@Create_Profit·
My dad made $700,000 a year for most of his career. His retirement account is only worth $1.4 million. Don’t be like my dad.
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ค้นพบ

@GrindeOptions @Barchart @0xReflection @AntiTrumpCanada @AparicioCadiz @MikeZaccardi @Investingcom @elonmusk