Most stock market content is nonsense.
Seriously.
Every day it’s the same thing.
“Recession coming.”
“CPI is hot.”
“The Fed might cut.”
“The Fed might not cut.”
“Stocks are overvalued.”
“The market is about to crash.”
And people fall for it every time.
They sell great companies because someone with a podcast scared them.
Meanwhile, the actual game is much simpler.
Stock prices follow free cash flow per share.
Not day to day.
Not week to week.
But over time.
If free cash flow per share goes up massively, the stock follows...
The real question is:
“Can this business produce a lot more cash per share in the future?”
That’s it.
That is the game.
But here’s the problem.
By the time the free cash flow is obvious, everyone can see it.
The stock has usually already moved.
So the edge is not spotting it after it happens.
The edge is spotting it before it shows up in the numbers.
“Is this thing going to generate far more cash per share in the future, or not?”
That one question can change everything.
Because if you get it right, you do not need 50 stocks.
You need a few exceptional ones.
And you need the conviction to hold them.