Free cash flow yield: my primary valuation metric

This is either genius or the most expensive lesson of your life.

This is exactly what I needed to read today.

Appreciate the transparency here. Most people gatekeep this stuff.

The psychology of money matters as much as the math.

Have you modeled different interest rate scenarios?

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

This is either genius or the most expensive lesson of your life.

What's your target withdrawal rate in retirement?

The international allocation debate never gets old.

This is either genius or the most expensive lesson of your life.

Good luck! Keep us updated.

Done similar analysis. Your numbers check out.

I respectfully disagree. The data suggests otherwise.

This is either genius or the most expensive lesson of your life.

Counterintuitively, the best time to buy is when you're most scared.

The behavioral aspect of investing is so underrated.

FIRE community is the most underrated corner of personal finance.

This is either genius or the most expensive lesson of your life.

Interesting perspective. I see it differently — happy to elaborate.

Exactly. The sequence-of-returns issue is severely underappreciated.

How long have you been doing this? Impressive numbers.

What's your target withdrawal rate in retirement?

The exit strategy is what most people don't think about.

What's your thoughts on the downside risk here?

The international allocation debate never gets old.

What catalyst are you watching for?

Been saying this for years. Nice to see it laid out clearly.

This is a masterclass. Bookmarked.

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

What's your thoughts on the downside risk here?

FIRE community is the most underrated corner of personal finance.

Have you stress tested this against a 40% drawdown?

Appreciate you sharing the L's too. Most people only post wins.