Row 69567

Row ID: 69567 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 69567 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

It's simply undervalued cashflow. The market is not perfectly efficient despite what everyone says. You can buy high FCF yields that you think aren't as risky as the market implies, or you can buy cash flow that's growing faster than the market is giving them credit for and is less risky than the market thinks. So when I'm pitching a stock to my PM, I phrase the valuation in these terms, and then I prove the duration of the cash flow with fundamental characteristics that the company possesses which allows them to have an above average cash flow duration or an improving risk profile which the market will not be able to ignore for a 2 to 3 year investment horizon.

FieldValue
text It's simply undervalued cashflow. The market is not perfectly efficient despite what everyone says. You can buy high FCF yields that you think aren't as risky as the market implies, or you can buy cash flow that's growing faster than the market is giving them credit for and is less risky than the market thinks. So when I'm pitching a stock to my PM, I phrase the valuation in these terms, and then I prove the duration of the cash flow with fundamental characteristics that the company possesses…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-23
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url_encoded Z0FBQUFBQm5Lak92bGRwWmwtZHBlZnFzWW9ydUVVZjNUU01XSG5pdlRWUExJRXBFRmpTa1FMZThzRUtmdjZRb2R3MEt4dVhhRlVWSmY2VEZxR3poa0tBLVpaOVliOE5kM3ZjRkszMThkbmQ2NlgtcVMxSWYzS3dNSzFiSnhTWnJSM080dkFTelA1NkpxVDMySi0zOEJ2WjZ6N0pZa3BVVTdtVF9YQ0Z4Y1BpdTczVW1oUHp4MXRuLVZhSUxKYnRzSktXQ1FCVXpkLXRoLTVkc3haU1c5Z29rbVlGR0J0a3JQZz09

Raw Record

{
  "text": "It's simply undervalued cashflow.  The market is not perfectly efficient despite what everyone says.  You can buy high FCF yields that you think aren't as risky as the market implies, or you can buy cash flow that's growing faster than the market is giving them credit for and is less risky than the market thinks.  So when I'm pitching a stock to my PM, I phrase the valuation in these terms, and then I prove the duration of the cash flow with fundamental characteristics that the company possesses which allows them to have an above average cash flow duration or an improving risk profile which the market will not be able to ignore for a 2 to 3 year investment horizon.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-23",
  "username_encoded": "Z0FBQUFBQm5Lak1lLWVIakJsb3JDRFlydzRzUXhEbnBxYWItUHFjanR4OUdsVGJFeGRYUVJIYjhXVW5CZzdiNVZDYWhhTFJHdlZ4OG9hQUVxWnhZX2tNYXRJamxfUXU1WGc9PQ==",
  "url_encoded": "Z0FBQUFBQm5Lak92bGRwWmwtZHBlZnFzWW9ydUVVZjNUU01XSG5pdlRWUExJRXBFRmpTa1FMZThzRUtmdjZRb2R3MEt4dVhhRlVWSmY2VEZxR3poa0tBLVpaOVliOE5kM3ZjRkszMThkbmQ2NlgtcVMxSWYzS3dNSzFiSnhTWnJSM080dkFTelA1NkpxVDMySi0zOEJ2WjZ6N0pZa3BVVTdtVF9YQ0Z4Y1BpdTczVW1oUHp4MXRuLVZhSUxKYnRzSktXQ1FCVXpkLXRoLTVkc3haU1c5Z29rbVlGR0J0a3JQZz09"
}
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