Joe Leider

I find the tollbooths on human progress that Wall Street ignores. 16 years of SEC data. True FCF math. No AI hype stocks.

[Joe Leider @joeleider]

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

[Joe Leider @joeleider]

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

[Joe Leider @joeleider]

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

[Joe Leider @joeleider]

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

[Joe Leider @joeleider]

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

[Joe Leider @joeleider]

@ChuckGrassley Socialism for me, but not for thee!

[Joe Leider @joeleider]

@DineshDSouza Except you’re more on Hitler’s side yourself there boyo.

[Joe Leider @joeleider]

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

[Joe Leider @joeleider]

Hi all - for all the analytics folks out there. Happy New Year!
https://t.co/5UX7iLv3z7

[Joe Leider @joeleider]

Want to learn how to become a full-time writer and publish your first book? Check this out from @jeffgoins https://t.co/MNzULcVhZZ

[Joe Leider @joeleider]

Get your free copy of the full 61-page “Ultimate Guide to Remarkable Content” https://t.co/ThO1QIiRHc via @ramit

[Joe Leider @joeleider]

Get your free copy of the 32-page “Ultimate Guide to Habits” https://t.co/1kEVYVSSsE via @ramit

[Joe Leider @joeleider]

Get your copy of “The Ultimate Guide to Starting an Online Business” https://t.co/tfJNo2Y25b via @ramit

[Theneeds PersFinance @tn_PersFinance]

@joeleider hello! you're hot on #theneeds #PersonalFinance https://t.co/itLshCWhbw RT to get more visits!

[Joe Leider @joeleider]

Murder in Chicago: Finding the Ferguson Effect in 10 Graphs https://t.co/Y3eSYGmdDC #ferguson #donaldtrump #dataviz

[pourmecoffee @pourmecoffee]

As you judge the travel ban, worth remembering this is how Trump balanced facts, risk, and basic humanity just a little while ago.

[Joe Leider @joeleider]

Conflict of interesting, anyone? #MuslimBan #MuslimBanprotest #Trump

[Joe Leider @joeleider]

Mexican standoff - our new President understands the headlines that sell. #trump

[Joe Leider @joeleider]

Millions of voted fraudulently cast? I think it's time of an election do-over #ElectionFraud #Trump #ElectionDoOver

[Joe Leider @joeleider]

Trump’s China Pivot: Brilliant or Disastrous? https://t.co/21tCLAqSCt #foreignpolicy #trump