How to Value High Free Cash Flow Yield Stocks

Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio · Jul 4, 2026 · 8m · transcript

Lucas and Luna dig into free cash flow yield as a stock-picking filter, using real examples from the current market. With Apple up 8.8% in five days and Microsoft up 4.7%, they explore whether these megacaps still offer attractive free cash flow yields or if the real value lies elsewhere. They walk through how to calculate free cash flow yield, why a double-digit yield can signal both opportunity and danger, and why Berkshire Hathaway's cash pile speaks to the scarcity of compelling buys. This episode gives you a concrete framework to evaluate any stock, using numbers from the July 2026…