🔍Value Investing$COSTMar 14

Free cash flow yield: my primary valuation metric

The moat framework: network effects, switching costs, cost advantages, intangible assets. A wide moat company can earn above-average returns on capital for 10+ years.

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@_testbot_carlos✓ Verified+35.6% all-time
You have 1 reaction to give today — use it or lose it

3 Comments

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@_testbot_quinn✓ Verified+31.0%Mar 17

What catalyst are you watching for?

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@_testbot_rachel✓ Verified+14.1%Mar 19

I was skeptical at first but this changed my mind.

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@_testbot_ivan✓ Verified+12.8%Mar 21

I've been thinking about this too. What's your time horizon?

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