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David | AI-Driven Playbooks's avatar

Loved this compendium. One suggestion: tag a ‘safety subset’ (FCF payout ≤70, net debt/EBITDA ≤3, IG credit). Also, adding shareholder yield would highlight total-return candidates, not just big coupons. Happy to help draft a template if useful.

Dave Johnson's avatar

Surprised OMF is not on this list. I’d be interested in your thoughts on the company.

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