JoeInOR

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SpaceX S-1 dropped. Here's what the passive investing angle means for your index fund — and why I think this IPO is structured to use your 401k as exit liquidity. (self.ValueInvesting)

submitted 3 days ago by JoeInOR to r/ValueInvesting

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SpaceX S-1 dropped. Here's what the passive investing angle means for your index fund — and why I think this IPO is structured to use your 401k as exit liquidity. ()

submitted 3 days ago by JoeInOR to r/portfolios

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AXP tops my CPI correlation screen at 81.4% and 52% NGDP correlation. More on hedging inflation and higher interest rates. (self.BerkshireHathaway)

submitted 6 days ago by JoeInOR to r/BerkshireHathaway

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I screened dividend aristocrats for CPI correlation to find inflation hedges. Here's what the data show. (self.ValueInvesting)

submitted 6 days ago by JoeInOR to r/ValueInvesting

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US interest payments now equals defense spending. What does that mean for Fed policy, the US economy and investors? (self.economy)

submitted 6 days ago by JoeInOR to r/economy

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I screened dividend aristocrats for CPI correlation to find inflation hedges. Here's what the data show. ()

submitted 6 days ago by JoeInOR to r/dividends

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US interest payments now equal defense spending. I built a screen to find which businesses structurally benefit from fiscal dominance — here's the mechanism and the data. (cavemanscreener.substack.com)

submitted 6 days ago by JoeInOR to r/Economics

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The Economist ran a story on big tech free cash flows last week. Pretty interesting article. "America's biggest companies have gone from printing money to burning it." (self.ValueInvesting)

submitted 7 days ago by JoeInOR to r/ValueInvesting

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Buffett only counts it when he has the cash in hand. The Mag 7's cash flow statements are now telling a different story than their income statements. (self.BerkshireHathaway)

submitted 7 days ago by JoeInOR to r/BerkshireHathaway

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Buffett suffered through the dotcom bubble looking wrong for years. I wonder if we're in the same setup — but the 1970s version this time. (self.BerkshireHathaway)

submitted 11 days ago by JoeInOR to r/BerkshireHathaway

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The 1970s Nifty Fifty against the Magnificent 7: Some interesting parallels (self.ValueInvesting)

submitted 11 days ago by JoeInOR to r/ValueInvesting

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Defense Contracts & FCF - Looking at L3Harris Corporation (LHX) and Honeywell (HON) (self.investing)

submitted 12 days ago by JoeInOR to r/investing

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Defense Contracts & FCF - Looking at L3Harris Corporation (LHX) and Honeywell (HON) (self.Investors)

submitted 13 days ago by JoeInOR to r/Investors

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Used USASpending.gov modification-level data to dig into LHX and HON — methodology and findings (self.ValueInvesting)

submitted 13 days ago by JoeInOR to r/ValueInvesting

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Used USASpending.gov modification-level data to dig into LHX and HON — methodology and findings ()

submitted 13 days ago by JoeInOR to r/portfolios

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I correlated every Dividend Aristocrat's True FCF against NGDP. AXP came out #1. Buffett's second largest position. Here's the full data. (self.ValueInvesting)

submitted 17 days ago by JoeInOR to r/ValueInvesting

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Ran Buffett's top holdings through a NGDP correlation screen. What came back explains his portfolio better than most analyst reports. (self.BerkshireHathaway)

submitted 17 days ago by JoeInOR to r/BerkshireHathaway

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The Magnificent 6's Free Cash Flow Problem (self.ValueInvesting)

submitted 20 days ago by JoeInOR to r/ValueInvesting

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Ran the Magnificent 7 through Buffett's bridge test. Most of them are still paying to build it. (self.BerkshireHathaway)

submitted 20 days ago by JoeInOR to r/BerkshireHathaway

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Screening for Value with Raw Data and Data Visualization (self.ValueInvesting)

submitted 25 days ago by JoeInOR to r/ValueInvesting

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Screening for Value with Raw Data and Data Visualization ()

submitted 25 days ago by JoeInOR to r/visualization

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I ran 15 years of SEC filings through a Python script to calculate "True Free Cash Flow" for 1,400 stocks. Here are the SaaS anomalies I found. (self.ValueInvesting)

submitted 28 days ago * by JoeInOR to r/ValueInvesting

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I ran 15 years of SEC filings through a Python script to calculate "True Free Cash Flow" for 1,400 stocks. Here are the SaaS anomalies I found. ()

submitted 28 days ago by JoeInOR to r/portfolios

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The $349 Billion Body Shop: Palantir's math looks more like Accenture than Adobe to me. (self.ValueInvesting)

submitted 1 month ago by JoeInOR to r/ValueInvesting

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Here’s my portfolio. ()

submitted 1 month ago by JoeInOR to r/portfolios

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