Always Be Compounding

[Always Be Compounding @Fast_Founder]

@Dividend_Dollar Standard accountant question. Poor company

[Always Be Compounding @Fast_Founder]

@Expandabull Making retarded capex decisions in the past will plague you for years around increased capex spending. Its simply risk management around confidence in management to make accretive investment decisions.

[Always Be Compounding @Fast_Founder]

Too many $btc bro's think they know stock picking. It's a vastly different beast. Yes/No?

[Always Be Compounding @Fast_Founder]

@honza_thorovsky @alojoh You realise this is AJ trolling on tesla ? Lol

[Always Be Compounding @Fast_Founder]

@dahulilang @StockMKTNewz how the hell is this a classic value play. Nvidia at any of these P/E P/B doesnt look anything like a value stock. Its trimming and adding active management of a growth portfolio on a relative near term opportunity basis.

[Always Be Compounding @Fast_Founder]

@GrindeOptions Will be adding below 575 area. 1.5 std dev from mean, 83% chance of reversion. Always works well

[Always Be Compounding @Fast_Founder]

@DexOTC @stevehill1mil Yes/no

[Always Be Compounding @Fast_Founder]

@DexOTC @stevehill1mil Growth and value are different things

[Always Be Compounding @Fast_Founder]

@stevehill1mil @badgertree99 I beg you to start learning and applying fundamental research whilst you have time to put the losses on the learning account. There is no better teacher than a live trading account. And no better skill then understanding fundamental equity analysis and going through annuals dyor

[Always Be Compounding @Fast_Founder]

@2147mill @stevehill1mil You're loaing valuable skill building. The kind of skill building that will transform how you approach business and stopping you from compounding 30-50% years within 15 years. Indexes and funda are great if you dont want those things!

[Always Be Compounding @Fast_Founder]

@CGInvesting10 Lets face it unless you DYOR, you're a lamb betting on other peoples uninformed x opinion lol

[Always Be Compounding @Fast_Founder]

@katehooperx Welcome to the Casino!

[Always Be Compounding @Fast_Founder]

@MZohaibKhan92 @MsVeilMoney I aped in at 86 in a broader software narrative reset for AI enabled software companies with significant distribution. Up circa 50%

[Always Be Compounding @Fast_Founder]

@tonitrades_ @commonsenseplay Depends if you are talking about trading or investing. In fundamental analysis a price target isnt a set exit price, its an forecast of median fair value at a set interval (usually 12 month price target). It sets where you predict the median will be...

[Always Be Compounding @Fast_Founder]

@stevehill1mil I allocate 2-3% to moonshots, let the core of your portfolio do the coumpounding and moonshot allocation for extra alpha with limited portfolio risk. Plenty of mid-large caps with crazy upside at present.

[Always Be Compounding @Fast_Founder]

Buffet famously tracks a variant of FCF. 'Owners income'. Basically take adjusted FCF and seperate growth capex from maintenance capex. Then overlay an assessment of managements capabilities to guide successful investment decisions. A business with low FCF can just be investing heavily and correctly in growth capex - therefor throwing out a false metric. Fcf only including maintenance capex accurately reflects the raw cash generating ability of the existing business and the Growth capex and investment decisions will determine the future cashflow capabilities of the business.

[Always Be Compounding @Fast_Founder]

@xItsTinnyx Worth noting in VC vertical Saas is still receiving bulk of capital allocations across all categories. Horizontal saas less so. Also pricing models will just change from user based pricing to data volume based pricing which is an easy transition.

[Always Be Compounding @Fast_Founder]

@xItsTinnyx Ape'd in at 86. Softwares role in AI distribution and datacontext is only now coming to the forefront. Saaspocalypse is over for the companies who understand that datastructure and context is everything in the AI era. AI relies on traditional software to contextualise data

[Always Be Compounding @Fast_Founder]

@2147mill They call it the efficiency frontier in portfolio management

[Always Be Compounding @Fast_Founder]

@qualtrim Buffet doesnt use FCF, he seperates out growth capex and maintenance capex, and combines it with an assessmemt of the management of a company and their ability to guide and execute investment decisions.
Did you add back the growth capex in these graphs or just use total Capex?