Leicht LLC

Helping stock market thought-leaders brand, launch, and scale investing communities. Fan of wolf conservation, Phish, and the New York Jets.

[Leicht LLC @IsaacLeicht]

Who are the best #finance writers on Twitter? Who is your favorite #stockmarket or #stock picking analyst? If you are passionate about investing and follow someone brilliant, I’d be grateful if you could mention them in comments below. Help me find the best! #investing is always better with smart perspectives

[Cestrian Capital Research, Inc @CestrianInc]

Cash flow is the most real thing in a company’s financials. That is exactly why so many investors avoid it.

In this Cestrian Fundamentals video, Alex King explains what cash flow actually is, why it matters more than income statement metrics, and how it helps you understand what is really going on inside a business.

This is one of many educational topics covered during Cestrian’s full webinars for subscribers. Learn how to attend live. Link in bio.

[High Dividend Opportunities @HighDividends]

Triple-net lease structures are built to withstand economic storms, and $NNN just proved why its 36-year dividend growth streak is completely ironclad.

🏢 Q1 2026 earnings results are in:
✅ 98.6% Occupancy across 3,711 properties nationwide
✅ Upgraded Guidance: 2026 AFFO/share raised to $3.53–$3.59
✅ 7.5% Cap Rates locked in on 41 new acquisitions
✅ Defensive 5.5% Yield backed by a conservative 69% payout ratio

Management completely resolved the Badcock tenant bankruptcy, achieving a 100% financial recovery by re-leasing or selling the vacant assets.

With $1.2B in liquidity and 100% unsecured, fixed-rate debt, $NNN is an absolute defensive powerhouse for an income portfolio.

Watch our full analysis on NNN’s updated macro guidance below. For more picks like this one, see link in Bio!

[Cestrian Capital Research, Inc @CestrianInc]

Lucky timing lol

[Michael J. Kramer @MichaelMOTTCM]

https://t.co/wOhce2cuQJ

[High Dividend Opportunities @HighDividends]

The Nasdaq just plunged over 4% as tech taking profit collided with macro reality. Don't let the "robust" headlines fool you—the May jobs report was only strong because expectations are subterranean. 🧵

The real data points to a massive disconnect:

📉 U.S. job growth is up just 0.317% YoY—placing 2026 on par with the 2001 and 2008 recessions.

🔋 The U.S. burned through 16M barrels of oil reserves last week alone. The SPR is crossing below 350M barrels (lowest since 1983).

🚀 The market is stripping capital out of tech to fund the historic SpaceX IPO this Friday, which is valued at a staggering 260x 2025 EBITDA.

Wall Street is pricing in a record 23.3% long-term expected growth rate—higher than the Dot-com bubble. But you cannot wave physical oil and commodities into existence with hype.

When the market daydreams about peace deals and oil stocks dip, we keep buying the tangible cash flow: $DMLP, $KRP, and $BCX.

Read our full Market Outlook on the vanishing oil buffer.
Link in Bio!

[Cestrian Capital Research, Inc @CestrianInc]

Want to get this in your inbox Saturday morning?

All our Cestrian Circle members will receive it 10am Eastern.

[Cestrian Capital Research, Inc @CestrianInc]

Mood

[Cestrian Capital Research, Inc @CestrianInc]

Gross margin is one of the most misunderstood concepts in investing.

In this Cestrian Fundamentals video, Alex King explains what gross margin actually is, why management teams have so much latitude in how they present it, and why trailing 12-month gross margin trends can be far more useful than noisy quarter-to-quarter numbers.

This is one of many educational topics covered during Cestrian’s full webinars for subscribers.

If you want a lower-commitment way to go deeper into Cestrian’s work, you can also start a 30-day free trial of Cestrian Circle.

https://t.co/umSiWW5Y97

[High Dividend Opportunities @HighDividends]

The modern digital economy runs on internet connectivity, making $VZ the ultimate infrastructure cash cow. 📱

With the C-Band 5G rollout 90% complete, capital expenses are hitting a 6-year low, opening the floodgates for record cash generation: |
✅ 5.9% Yield (Tax-efficient Qualified Dividends)
✅ $21.5B Record Free Cash Flow projected for 2026 ✅ $25B Buyback Plan authorized by CEO Dan Schulman
✅ Bargain valuation at a modest 8.4x forward P/E

While the market fights over rich valuations and macro risks, we are locking in defensive, essential income.

Watch our full analysis on Verizon’s cost-cutting tailwinds below.

Members get all our picks, see link in bio, and take advantage of our Memorial Day Sale!

[Cestrian Capital Research, Inc @CestrianInc]

Revenue is not sales. It is not cash flow. And it is not a real-world number in the way many investors think.

In this first Cestrian Fundamentals video, Alex King explains what revenue actually is, why it matters, and how tools like revenue growth and RPO can help investors see a little further ahead.

This is one of many educational topics we cover on Cestrian’s weekly webinar for subscribers. Learn how to attend live.

If you want a lower-commitment way to go deeper into Cestrian’s work, you can also start a 30-day free trial of Cestrian Circle.

https://t.co/umSiWW5Y97

[Joe Albano @JoeAlbanoSA]

Netflix looks like a good candidate for bottoming, but I still need more confirmation before I treat it as a clean setup.

I break down the counts, why the stock is in my target zone now, and what needs to happen next if this is going to turn into a real opportunity.

Video attached. Recorded May 7, 2026 during market hours.

This is just one of many tickers I cover during my Tech Cache webinars for subscribers.

Subscribe at the link in bio to follow the full chart work, ask questions, and see all the names I’m tracking.

$NFLX

[High Dividend Opportunities @HighDividends]

$EPR

One of our favorite equity REITs.

EPR owns experiential real estate. It has a

* Strong balance sheet
* High occupancy
* Great management
* Is aggressively growing its portfolio.

Learn more about why we are happy to collect 6%+ yield from $EPR in the video.

Read about more of our picks. Link in bio!

[Reese Politics @ReesePolitics]

Here's the most contentious part of Ryan Cohen's CNBC Squawk Box interview about the GameStop-EBAY acquisition.

This is a HEATED back and forth, uncommon for financial news. $GME

Sorkin, at one point is in disbelief at RC's repetitive answering to his question.

[High Dividend Opportunities @HighDividends]

$UTF

Monthly income. Over 7% yield. Real infrastructure assets behind it.

This is a different way to generate a reliable income.
New video breakdown attached.

Full portfolio + alerts: link in bio

[High Dividend Opportunities @HighDividends]

$PFFA

≈10% yield. Monthly income. Actively managed.

This is a different way to generate high income in today’s market.

New video breakdown just published.

Full details + portfolio access: link in bio

[Cestrian Capital Research, Inc @CestrianInc]

Is Apple the sleeping giant?

People sleep on $AAPL because it is such a well-run business that it can look boring next to the market’s brighter, shinier objects.

But sometimes that is exactly when the setup gets interesting.

In this video, Alex King walks through the bull thesis using both fundamentals and technicals, including why he sees a possible path from around $267 toward $300 to $340.

Recorded after market close on April 27, 2026.

This is just one of many tickers and sectors we cover on the weekly webinar for subscribers.

Learn how to attend live. Link in bio.

[High Dividend Opportunities @HighDividends]

$DMLP

10%+ yield

Energy exposure without operating risk
Royalty-based income

This is a different way to play energy.

Full video breakdown on our recent pick for subscribers of HDO

[Cestrian Capital Research, Inc @CestrianInc]

Thanks everyone for helping us hit 9k followers!

[Michael J. Kramer @MichaelMOTTCM]

Please remember to sign up for my FREE Daily Market Commentary on Substack to get this sent to you every day!

Oil Breakout and Yield Pressures Point to Tightening Conditions https://t.co/aJbGXziVJ3