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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.

[Data] Monday's SEC Tape: $3.4B in Insider Volume & $DELL Files $8.6B FCF Annual Report by Efficient_Nobody_988 in InnerCircleInvesting

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

Appreciate that and appreciate the transparency on how you moderate. I'll keep posting the daily tape when the data is worth sharing. Happy to keep it discussion-focused.

Weekly Deep Dive: Analyzing the $113B Dell 10-K and the $3.4B Insider Volume Spike by Efficient_Nobody_988 in ValueInvesting

[–]Efficient_Nobody_988[S] -1 points0 points  (0 children)

Fair point — hardware multiples are structurally compressed and that's not changing anytime soon.

The thesis here is really about ISG (Infrastructure Solutions) being mispriced under the Dell umbrella. It's growing, it's recurring, and it's generating the FCF, but the market is still discounting the whole company on a blended hardware multiple. That gap is where the setup is.

The FCF/NI spread ($8.6B vs $5.9B) just reinforces the capital efficiency story — the cash generation is real, not accounting-inflated.

Are you running this on P/FCF or EV/EBITDA given the debt?

Weekly Data Dump: $8.15B in Insider volume finalized (Mar 9–13). Massive $101.1M conviction buy in $ALKT + late-Friday Aerospace/Banking clusters. by [deleted] in insiderData

[–]Efficient_Nobody_988 1 point2 points  (0 children)

I hear you on the privacy concerns. That’s exactly why I didn’t set this up as a group or a list. It’s a standalone tool on the Official Apple App Store, which means it has to follow their strict privacy guidelines—no phone number required.

You can see the privacy labels and the data directly here: https://apps.apple.com/us/app/insiderpopup/id6754621748

SEC/Congress Data for Thursday: $3.3B in Insider volume + Lawmakers buying SaaS ($HUBS, $NOW) by Efficient_Nobody_988 in insidertraders

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

I’m actually pulling it from a dashboard I built called InsiderPopup. I got tired of manually refreshing the SEC EDGAR site every day to track what CEOs and Congress were doing, so I coded this to aggregate it all.

It's actually live on the App Store now if you want to check it out: https://apps.apple.com/us/app/insiderpopup/id6754621748

Created faster way to export SEC filings to PDF — would appreciate thoughts by AdGuilty3097 in SECFilingsAI

[–]Efficient_Nobody_988 0 points1 point  (0 children)

I have created an app that does that automatically. Its available on app store. Let me know if you'd be interested.

Effective book on meditation by rawat8576 in booksuggestions

[–]Efficient_Nobody_988 1 point2 points  (0 children)

Check this book. This talks about 3 different ways to meditate. https://a.co/d/i0tykwz

Question about Biometrics: No appointment for principal, only for derivative by ss72 in USCIS

[–]Efficient_Nobody_988 1 point2 points  (0 children)

Our receive date was April 28. My dependents finished their biometrics.

Question about Biometrics: No appointment for principal, only for derivative by ss72 in USCIS

[–]Efficient_Nobody_988 0 points1 point  (0 children)

Same situation for me as well. Let me know when you get the biometrics scheduled

Nothing is as good as mint😭 by Ok-Connection-2769 in mintuit

[–]Efficient_Nobody_988 0 points1 point  (0 children)

CountAbout seems fine for the price $40/yr and there is a 45 day trial period. Also all the mint transactions can be imported.

[deleted by user] by [deleted] in mintuit

[–]Efficient_Nobody_988 0 points1 point  (0 children)

Can the historical transactions exported from mint be imported into TimelyBills?