I identified BAH's $6.4B Pentagon AI contract from procurement data.
BAH announced a $720M acquisition this morning of the exact hardware needed to fulfill it.
Full analysis: https://t.co/lzkChZuTIS
#ValueInvesting#DefenseTech#BAH#PLTR
New piece: the case for corporate cannibals — companies with growing true FCF and shrinking share counts.
Also: why does everyone question Adobe's freemium model but nobody questions Anthropic's? https://t.co/yyjjI2h6y4
#ValueInvesting#FreeCashFlow#Buybacks#ADBE
Screened for stocks with 10%+ True FCF yield across their entire history. Found some garbage. Found some interesting ones.
HOG is retiring nearly 10% of its float per year while the brand supposedly melts. CMCSA revenue tracks US GDP at 96%.
https://t.co/2XoriVB89g
US interest payments now equal defense spending.
Past empires fell at this point. Spain. Britain.
I screened dividend aristocrats for revenue correlation to CPI.
Full screen at https://t.co/k7dqhRCXvu
#ValueInvesting#Inflation#Dividends#FreeCashFlow
May 4th: I published data showing Mag 7 true FCF declining while net income soared.
May 13th: The Economist ran it as their lead business story.
I have SEC filings and a Substack. They have Goldman Sachs.
Same conclusion.
https://t.co/qMLKh6xLae
#ValueInvesting#AI#FreeCashFlow
Whenever I go to the oregon coast to see wild, natural beauty, I always thought it could use an oil rig: https://t.co/QsBB8MFrox Thank you @realDonaldTrump