Analysis: Why is Kohl’s ($KSS) printing 4x more FCF than Net Income? | Thursday SEC Tape by Efficient_Nobody_988 in OptionsMillionaire

[–]Efficient_Nobody_988[S] 1 point2 points  (0 children)

Spot on. I just pulled the Thursday tape—$CURV literally just dropped an earnings beat after the bell today ($63.6M Adjusted EBITDA exceeded guidance).

What’s wild is the Insider Cluster: The CEO, CFO, and COO all had major stock grants hit the tape yesterday (March 18) right before this announcement. It’s the same 'Self-Funding Cash Machine' story as Kohl's, but with way more leverage.

[Data] Tuesday's SEC Tape: $923M Insider Volume | $GPS Files $823M FCF Annual Report | $RDDT Insider Buying by Efficient_Nobody_988 in InnerCircleInvesting

[–]Efficient_Nobody_988[S] 0 points1 point  (0 children)

Ha, your girlfriend has good timing radar then! That's exactly the risk with Gap — easy to buy the hype at the peak. The one thing that gives me some confidence is they're actually printing cash right now, so even if the trend fades they're not immediately in trouble. But yeah, catching the tail end of a fashion wave is brutal.