Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How to Find Moat Stocks with Growing Free Cash Flow
Lucas and Luna dive into the rising free cash flow yields across the S&P 500 and how to identify companies with durable competitive advantages. Using Apple's recent 8.8 percent weekly surge as a case study, they break down why free cash flow growth matters more than earnings in a concentrated portfolio. The hosts discuss the gap between value and growth free cash flow yields, why Apple's services revenue creates a widening moat, and how to screen for stocks where free cash flow is accelerating. They also touch on the broader market context with the S&P 500 at 7,483 and the Nasdaq at…
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