# free cash flow (blogs) — RSS Amplifier Recent posts from the 4 feeds in the RSS Amplifier directory that cover free cash flow. Page: Feed: --- ## [What you Need to Know for August 21](https://bullst.substack.com/p/what-you-need-to-know-for-august-21a) _2026-08-21 · High Yield Harry · Bull Street_ Bessent loses the plot. Are the LA Dodgers in trouble? ## [⚔️ Head to Head: Kinsale vs Hamilton - Similar ROE, 20 Points Apart on Combined Ratio](https://themultibaggerplaybook.substack.com/p/head-to-head-kinsale-vs-hamilton) _2026-08-21 · The Multibagger Playbook · The Multibagger Playbook_ Two specialty insurers reported within two weeks of each other. Both earned returns on equity above 20%. One trades at 3.8 times book, the other at 1.3 times. The gap is not a mistake... ## [📚 Multibagger Quick Pitches: A $22.5B Backlog, 27 Straight Dividend Raises, and 17% Premium Growth](https://themultibaggerplaybook.substack.com/p/multibagger-quick-pitches-a-225b) _2026-08-19 · The Multibagger Playbook · The Multibagger Playbook_ Three businesses that have never appeared in this newsletter, in three unrelated industries. One swung from a loss to $55 million of net income and fell anyway. ## [The 4 Value Traps That Fool Even Experienced Investors](https://brianferoldi.substack.com/p/the-4-value-traps-that-fool-even) _2026-08-19 · Brian Feroldi · Long-Term Mindset_ A stock with a P/E of 5 can still cost you money. Here's how to see it coming. ## [What you Need to Know for August 19th](https://bullst.substack.com/p/what-you-need-to-know-for-august-326) _2026-08-19 · High Yield Harry · Bull Street_ OpenAI's shocking 2Q Numbers. Houston we have a rates problem. ## [Profits Just Grew 642% And The Stock Still Looks Cheap](https://www.overlookedalpha.com/p/profits-just-grew-642-and-the-stock) _2026-08-17 · Overlooked Alpha · Overlooked Alpha_ Guidance hike. ## [The Week Ahead - August 16th](https://bullst.substack.com/p/the-week-ahead-august-16th) _2026-08-17 · High Yield Harry · Bull Street_ Jane Street's Big L. Stripe is closing in on OpenRouter. ## [🟢 +270% Bull Potential - 67.7% EBIT Margin, 57% Growth, Roughly 10x Earnings](https://themultibaggerplaybook.substack.com/p/270-bull-potential-677-ebit-margin) _2026-08-16 · The Multibagger Playbook · The Multibagger Playbook_ A German software company compounding revenue at nearly 60% with operating margins most SaaS businesses never reach, paying a dividend above 5%, trading at around ten times earnings. ## [Multibagger Model Portfolio Update: Seven Up, Five Down, Net Flat](https://themultibaggerplaybook.substack.com/p/multibagger-model-portfolio-update) _2026-08-16 · The Multibagger Playbook · The Multibagger Playbook_ Twelve positions, one new since the last update, and an equity sleeve that has produced exactly as much gain as loss. Here is the full breakdown. ## [What you Need to Know for August 14th](https://bullst.substack.com/p/what-you-need-to-know-for-august-e2c) _2026-08-14 · High Yield Harry · Bull Street_ A new stock market high. Plus, the biggest software LBO ever? ## [Play Both Sides Of The Lie (Sponsored)](https://crawlproof.com/a/DhD5xGUmxlnS) _2026-08-14 · **Sponsored**_ Two operatives, one manufactured war — uncover the Complete Truth after both campaigns. ## [Third Guidance Raise This Year, +48% in a Day, and a Turnaround Nobody Noticed](https://themultibaggerplaybook.substack.com/p/third-guidance-raise-this-year-48) _2026-08-13 · The Multibagger Playbook · The Multibagger Playbook_ Three companies reported within 24 hours of each other. One raised full-year revenue guidance for the third time in 2026. One jumped 48% on a single print. ## [Growth vs. Value Investing: Why the Best Investors Refuse to Pick a Side](https://brianferoldi.substack.com/p/growth-vs-value-investing-why-the) _2026-08-12 · Brian Feroldi · Long-Term Mindset_ Warren Buffett settled this debate in one sentence back in 1992. Most investors still miss it. ## [What you Need to Know for August 12th](https://bullst.substack.com/p/what-you-need-to-know-for-august-f86) _2026-08-12 · High Yield Harry · Bull Street_ On Cloud's Cloudy Future. Plus, it's Inflation Day. ## [⚔️ Head to Head: Snowflake vs Datadog. Same Growth Rate. Rule of 46 Against Rule of 61.](https://themultibaggerplaybook.substack.com/p/head-to-head-snowflake-vs-datadog) _2026-08-11 · The Multibagger Playbook · The Multibagger Playbook_ Two consumption-based platforms, both accelerating on AI workloads, both growing revenue in the low thirties. One converts 29% of revenue into free cash flow. The other converts 12% into operating pro ## [What You Need to Know for August 9th](https://bullst.substack.com/p/what-you-need-to-know-for-august) _2026-08-10 · High Yield Harry · Bull Street_ An Important Update from The Bull Street Team ## [🟢 +280% Bull Potential - 97% Gross Retention, Margins Up 1,300bps, Down 34%](https://themultibaggerplaybook.substack.com/p/280-bull-potential-97-gross-retention) _2026-08-09 · The Multibagger Playbook · The Multibagger Playbook_ It beat on revenue, beat adjusted EPS by 21%, raised full-year margin and earnings guidance, and fell 8% anyway. The market is pricing an AI disruption story that the retention data contradicts. ## [Meta's Cash Flow Doubled. Its Free Cash Flow Went Up 5%.](https://brianferoldi.substack.com/p/metas-cash-flow-doubled-its-free) _2026-08-08 · Brian Feroldi · Long-Term Mindset_ Three sections, and the one number that explains the gap. ## [⚔️ Head to Head: EMCOR vs Comfort Systems, Same Industry, Same AI Boom, Half the Multiple](https://themultibaggerplaybook.substack.com/p/head-to-head-emcor-vs-comfort-systems) _2026-08-06 · The Multibagger Playbook · The Multibagger Playbook_ Two mechanical and electrical contractors both reported record quarters within a week. One grew 50% and trades near 38x earnings. One grew 20% and trades near 24x. The cheaper one is the more diversif ## [Every stock price is a prediction. Here's how to decode it.](https://brianferoldi.substack.com/p/every-stock-price-is-a-prediction) _2026-08-05 · Brian Feroldi · Long-Term Mindset_ A reverse DCF reveals the growth rate Wall Street is betting on. Five steps, no fancy math. ## [📚 Multibagger Quick Pitches: EPS +60%, Backlog Over $5B, 102 Acquisitions](https://themultibaggerplaybook.substack.com/p/multibagger-quick-pitches-eps-60) _2026-08-04 · The Multibagger Playbook · The Multibagger Playbook_ Three companies reported in the last week. One beat on earnings, missed on revenue for timing reasons, and fell 12%. One hit a record backlog and raised guidance twice. ## [From any door to your door (Sponsored)](https://crawlproof.com/a/ZjnBI4r0oCXd) _2026-08-04 · **Sponsored**_ Book rides, errands, deliveries, groceries and home help in one app ## [🟢 +240% Bull Potential - Gross Margin +480bps, Down 39%, 19x Earnings](https://themultibaggerplaybook.substack.com/p/240-bull-potential-gross-margin-480bps) _2026-08-02 · The Multibagger Playbook · The Multibagger Playbook_ 1,200 financial institutions run on this platform. The cloud migration is finished and the margin expansion has started. Adjusted EBITDA up 37%. The stock is down 39% over twelve months. ## [Meta Had Its Best Year Ever. The Bottom Line Went Down.](https://brianferoldi.substack.com/p/how-i-read-an-income-statement) _2026-08-01 · Brian Feroldi · Long-Term Mindset_ Walking down Meta's last 5 years, line by line. ## [Magnificent Business, Uncomfortable Verdict](https://themultibaggerplaybook.substack.com/p/eps-up-92-backlog-up-73-record-everything) _2026-07-30 · The Multibagger Playbook · The Multibagger Playbook_ One of the best-executing businesses in America is building the physical guts of the AI data center boom. The numbers are extraordinary. The price already knows. ## [📈 Microsoft beats big, Azure hits $100B, shares up 7%](https://bullst.substack.com/p/microsoft-beats-big-azure-hits-100b) _2026-07-30 · Evelio Silvera · Bull Street_ Microsoft's blowout quarter anchors a wild night for mega-cap earnings, with the Fed's hawkish three-way dissent rattling bonds and Meta's cash crunch reminding us that AI capex has a price. ## [Most investors use a DCF on the wrong companies](https://brianferoldi.substack.com/p/most-investors-use-a-dcf-on-the-wrong) _2026-07-29 · Brian Feroldi · Long-Term Mindset_ There's only one stage of a company's life where a DCF actually works. Here's how to spot it, plus a full walkthrough on Alphabet. ## [📈 Nvidia's $500B HBM Deal Locks In the AI Supply Chain](https://bullst.substack.com/p/nvidias-500b-hbm-deal-locks-in-the) _2026-07-27 · Evelio Silvera · Bull Street_ Nvidia secures a half-trillion-dollar memory pact with SK Hynix while defense backlogs hit records, tariff lawyers file suit, and the biggest earnings week of the summer is about to land. ## [Record Results Can Propel This Software Small Cap](https://www.overlookedalpha.com/p/record-results-can-propel-this-software) _2026-07-27 · Overlooked Alpha · Overlooked Alpha_ 23% growth, 8x EBITDA. ## [How to Read Any Balance Sheet in 2 Minutes (Using Microsoft)](https://brianferoldi.substack.com/p/how-to-read-any-balance-sheet-in) _2026-07-25 · Brian Feroldi · Long-Term Mindset_ Four ratios. No finance degree required. Here's exactly where to look. ## [📈 Tesla's Free Cash Flow Goes Negative](https://bullst.substack.com/p/teslas-free-cash-flow-goes-negative) _2026-07-23 · Evelio Silvera · Bull Street_ Tesla's margin collapse and negative free cash flow headline a busy earnings night, while TSMC pays the price for American chips and the 30-year Treasury flashes a 19-year warning. ## [A P/E of 30 Looks Expensive or Does It?](https://brianferoldi.substack.com/p/a-pe-of-30-looks-expensive-or-does) _2026-07-22 · Brian Feroldi · Long-Term Mindset_ One number means nothing on its own. Compare it to history, peers, and the S&P 500, and the picture changes. ## [Stream Torrents and IPTV Instantly (Sponsored)](https://crawlproof.com/a/Tq8w4zXXr6ZS) _2026-07-22 · **Sponsored**_ Search, index, and play music, movies, books, and live TV in your browser. ## [📈 Buffett's $30B Google Bet](https://bullst.substack.com/p/buffetts-30b-google-bet) _2026-07-20 · Evelio Silvera · Bull Street_ The Oracle breaks his silence, Warsh tightens his lips, and the auto-credit cracks spread. ## [Meta's Cash Flow Is Booming. Its Free Cash Flow Is Shrinking.](https://brianferoldi.substack.com/p/metas-cash-flow-is-booming-its-free) _2026-07-18 · Brian Feroldi · Long-Term Mindset_ Same company, two very different numbers. The gap between them is what I'd watch. ## [How to Value a Company That Barely Has Revenue Yet](https://brianferoldi.substack.com/p/how-to-value-a-company-that-barely) _2026-07-15 · Brian Feroldi · Long-Term Mindset_ Today, we’ll continue our lessons on valuation. ## [📈 $26.5 Billion, One Trading Day](https://bullst.substack.com/p/265-billion-one-trading-day) _2026-07-13 · Evelio Silvera · Bull Street_ SK Hynix's debut anchors a green week for the S&P, Nasdaq, and Dow, while Salesforce and AstraZeneca show where the hype outran the execution. ## [The Only 5 Sections of an Annual Report Worth Reading](https://brianferoldi.substack.com/p/the-only-5-sections-of-an-annual) _2026-07-11 · Brian Feroldi · Long-Term Mindset_ One of them explains Mastercard's 45% net margin. Another tells you if the company can survive a bad year. ## [📈 Hike or Cut? Warsh Won't Say.](https://bullst.substack.com/p/hike-or-cut-warsh-wont-say) _2026-07-09 · Evelio Silvera · Bull Street_ A Fed split down the middle, Apple hands Broadcom $30 billion, Blue Origin opens its doors to outside money, and your seat at Oren Klaff's Game of Money. ## [The grid just told its biggest customers to power themselves. Nobody is reading it right.](https://bullst.substack.com/p/the-grid-just-told-its-biggest-customers) _2026-07-08 · Evelio Silvera · Bull Street_ Emergency orders, a 20-year demand record, and why bring-your-own-power is the next American buildout. ## [The 4 Valuation Methods Every Investor Should Know (and When Each One Lies to You)](https://brianferoldi.substack.com/p/the-4-valuation-methods-every-investor) _2026-07-08 · Brian Feroldi · Long-Term Mindset_ Here's the right tool for every stage. ## [📈 The AI trade isn't the chips. It's the power.](https://bullst.substack.com/p/the-ai-trade-isnt-the-chips-its-the) _2026-07-06 · Evelio Silvera · Bull Street_ Why Texas utilities with signed contracts may be the cleanest AI bet on the board, plus a Tesla quarter that isn't the blowout it looks like. ## [📈 Meta just gave the market the one thing it was missing](https://bullst.substack.com/p/meta-just-gave-the-market-the-one) _2026-07-02 · Evelio Silvera · Bull Street_ The AI spending story finally has a revenue story. Chip stocks cracked, ADP came in soft, and Oren Klaff on the four seats in every deal. ## [The Private Equity trick investors always miss - until it’s too late](https://bullst.substack.com/p/the-private-equity-trick-investors) _2026-07-02 · Bull Street_ Every deal has four seats at the table. One of them wins no matter what. Here's how to stop being the one the trick gets pulled on. ## [Buffett, Burry, and Lynch Disagree on Valuation. All Three Beat the Market Anyway.](https://brianferoldi.substack.com/p/buffett-burry-and-lynch-disagree) _2026-07-01 · Brian Feroldi · Long-Term Mindset_ Growth, value, GARP. Three opposite views on price, three great track records. ## [A High Quality Chemical Distributor With a Path to 60% Upside](https://www.overlookedalpha.com/p/a-high-quality-chemical-distributor) _2026-06-29 · Overlooked Alpha · Overlooked Alpha_ Rebound approved ## [📈 The Memory Crisis Just Hit Apple](https://bullst.substack.com/p/the-memory-crisis-just-hit-apple) _2026-06-29 · Evelio Silvera · Bull Street_ Its worst day in a year, Micron's record margins, and who really wins when the scarce thing gets scarcer. ## [GE Vernova's Gas Turbines Are Sold Out Through 2029: AI Is Why](https://bullst.substack.com/p/ge-vernovas-gas-turbines-are-sold) _2026-06-29 · Evelio Silvera · Bull Street_ Hyperscalers are queuing up for turbines that now cost 300% more than three years ago ## [Warren Buffett Settled the Growth vs Value Debate in 1992](https://brianferoldi.substack.com/p/warren-buffett-settled-the-growth) _2026-06-27 · Brian Feroldi · Long-Term Mindset_ A cheap stock can be expensive. A pricey one can be cheap. Here's the proof. ## [ON Semi Buys Synaptics for $7 Billion in Physical AI Push](https://bullst.substack.com/p/on-semi-buys-synaptics-for-7-billion) _2026-06-25 · Evelio Silvera · Bull Street_ The all-stock deal is ON Semi's largest ever and targets a $243 billion addressable market by 2030 ## [📈 Micron's $1 Trillion Quarter](https://bullst.substack.com/p/microns-1-trillion-quarter) _2026-06-25 · Evelio Silvera · Bull Street_ Revenue quadruples as the AI memory crunch mints a new chip giant, the banks unleash capital after the stress test, and Oren Klaff exposes private equity's favorite magic trick. ## [Private Equity Has Magic Tricks to Make Money in Every Bad Situation](https://bullst.substack.com/p/private-equity-has-magic-tricks-to) _2026-06-25 · Bull Street_ With more than 30,000 companies stuck in the exit pipeline, private equity invented a way to sell a company to itself, call it an exit, and reset the clock. ## [Micron Blows Past Every Estimate: Revenue Quadruples as Memory Crunch Deepens](https://bullst.substack.com/p/micron-blows-past-every-estimate) _2026-06-25 · Evelio Silvera · Bull Street_ A global AI-driven shortage is turning Micron into a trillion-dollar toll booth on the data center buildout