62 Comments
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Not Safe But Good's avatar

Thanks for putting together such a comprehensive summary!

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Ruman's avatar

great content, thank you!

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Terence Gabriel's avatar

I think Shareholder Yield = Buyback yield + Dividend Yield

(you wrote Buyback Yield = Dividend Yield + Shareholder Yield)

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Compounding Quality's avatar

Correct. I made the adaptions needed.

Thanks for noticing!

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Manuel Lobo's avatar

Acabo de leer el artículo sobre el FCF. Me ha parecido excelente y muy didáctico. Gracias por vuestro esfuerzo y generosidad.

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Lounis's avatar

Great article as always ! thank you very much !

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Arvind Raju GD's avatar

Always learning something from you guys keep me brainstorming with your inputs

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Jose L. Ayala's avatar

Very nice. Thank you. Written in terms even I can understand (been investing for 2 years). Now I know why Munger says "If there's no cash flow, just say no."

Question: why does Yahoo Finance use Levered cash flow? AAII use Net Cash Flow?

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Compounding Quality's avatar

Hi,

Levered cash flow is the amount of CF a business has generated after it has paid its financial obligations.

Unlevered cash flow is the amount of CF has generated before paying its financial obligations.

In general, it is better to use the levered cash flow.

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Kuldeepak Mahto's avatar

Keep up the good work you are doing . May God bless you !

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José Alonso Navarro L's avatar

Very good job! Keep it up! I would like to learn about “redflag”🚩

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Compounding Quality's avatar

Thanks for the suggestion! We'll write something about this in the future.

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freebird's avatar

Useful article. Thank you.

More on non-American small cap quality companies would be good.

UK, Canada, Australia, Germany, Sweden, France etc.

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Muzamel shah's avatar

Amazing work like always

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Varad's avatar

Really nice insights

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Suraj Kumar's avatar

Nice good work love❤ from India🇮🇳

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Eric Jurado's avatar

Another insightful and very useful gem! It solidifies my thinking. Thank you!

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Compounding Quality's avatar

Thank you very much! If you want to learn about a certain period in the future... just let us know!

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Ahmed Hussain's avatar

Nice

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Compounding Quality's avatar

It's an honor Ahmed! Which topics do you want to see covered in the future?

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Jeremy s's avatar

Always a pleasure reading these

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Compounding Quality's avatar

The honor is all mine, Jeremy!

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