Michael Saylor: Bitcoin Skeptics Now Are My Company's Largest ShareholderIn an interview with Natalie Brunell, Michael Saylor argued that "no cash flow" is not sufficient grounds to dismiss an asset’s value. Property-type assets—diamonds, gold, Old Masters, land—are widely recognized yet do not produce cash flow. As money, what matters is liquidity and salability, not yield. He added that while Vanguard's CEO has called Bitcoin "uninvestable," Vanguard is his company's largest shareholder. The contrast unde ...

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sector, emphasizing cash flow and the companies that generate it, which leads to value and growth prospects with real potential [1] Group 1 - The service includes access to a 50+ stock model account, in-depth cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [1] - A two-week free trial is available for new subscribers, promoting engagement with the oil and gas market [2]

is about 40% below where we are right now. We got the analyst behind the call. That is Alex Hazel joining us now live from London.Alex, I'm sure uh you've received some choice and colorful comments to your email inbox today. Uh but you call it as you see it. We appreciate it.What is the basis of this call. Um yeah, first of all, thanks for having me on the show. The basis is really we see like big headline figures in terms of like order wins and also revenues but our work really shows that the value uh subs ...

Core Insights - The Garbers have specific cash flow and ROI goals for their rental properties, aiming for immediate cash flow and a payback period of three to six years for their initial investment [1][2] Investment Strategy - The couple began investing in rental properties in 2020 to create an additional revenue stream and achieve financial independence, currently owning 28 units across 15 properties as of 2025, with an average cash-on-cash return exceeding 20% [2][7] - Their investment criteria, or "buy box," includes properties located close to their home in Brevard County, Florida, which is experiencing appreciation and high demand [3][4] - They focus on affordable housing, preferring to rent at or below market rates to attract a larger pool of tenants and ensure tenant satisfaction, which in turn helps maintain the properties [5] - The Garbers seek undervalued properties, adhering to the principle that "you make money on the buy," and look for properties that have been on the market for a while or require cosmetic renovations [5][6]

Core Viewpoint - Cintas Corporation reported stronger-than-expected first-quarter sales and expanding margins, leading to an increase in its full-year revenue and earnings outlook despite profit aligning with forecasts [1]. Financial Performance - Quarterly sales reached $2.718 billion, reflecting an 8.7% year-over-year increase and surpassing the Street's expectation of $2.698 billion. Revenue growth was positively impacted by 0.9% due to acquisitions [2]. - Gross profit for the first quarter was $1.37 billion, up 9.1% from $1.25 billion a year ago, with a gross margin of 50.3%, expanding by 20 basis points from 50.1% in the prior-year period [3]. - Operating income was reported at $617.9 million, a 10.1% increase from $561.0 million a year ago, with an operating margin of 22.7%, up 30 basis points from 22.4% last year [4]. Capital Allocation and Cash Flow - The company has engaged in share buyback programs, purchasing shares for a total price of $347.4 million during the first quarter and through September 23, 2025. It ended the quarter with cash and equivalents amounting to $138.14 million [4]. - The CEO highlighted the company's ability to generate robust cash flow, which supports balanced capital allocation, allowing for investment in future growth while returning capital to shareholders [5]. Outlook - Cintas raised its fiscal 2026 GAAP EPS guidance to a range of $4.74–$4.86 from a previous range of $4.71–$4.85, compared to the consensus estimate of $4.86. The fiscal 2026 sales outlook was also lifted to $11.06 billion–$11.18 billion from $11.00 billion–$11.15 billion, against an estimate of $11.113 billion [6].

Group 1 - The focus is on businesses with strong cash generation, ideally with a wide moat and significant durability, which can be highly rewarding when bought at the right time [1] - The Cash Flow Club emphasizes access to the leader's personal income portfolio targeting yields of 6% or more, along with community chat and a "Best Opportunities" List [1] - Coverage includes sectors such as energy midstream, commercial mREITs, BDCs, and shipping, highlighting the importance of transparency on performance [1] Group 2 - Jonathan Weber has been active in the stock market and as a freelance analyst for many years, focusing primarily on value and income stocks while occasionally covering growth [2]

Core Perspective - Grant Cardone argues that buying a home is a poor investment, especially in the current market with mortgage rates around 6.35%, which are at their lowest in nearly a year [1][5]. Group 1: Investment Strategy - Cardone emphasizes that homeownership does not provide cash flow, significant tax benefits, or leverage, and that even after paying off a mortgage, ongoing costs such as property taxes and maintenance remain [2]. - He advocates for renting instead of owning, suggesting that individuals should invest the money they would have spent on a home into income-generating real estate [2]. Group 2: Financial Implications - A 2024 Bankrate study indicates that the "hidden expenses" of homeownership can total nearly $20,000 annually when accounting for taxes, insurance, maintenance, and utilities, which could be better utilized in income-producing assets [3]. - The rise of fractional property platforms allows everyday investors to invest in rental properties for as little as $100, providing a way to earn passive income without the responsibilities of traditional homeownership [4]. Group 3: Market Conditions - Following a recent Federal Reserve interest rate cut, mortgage rates have decreased from nearly 7% to 6.35%, leading to median housing payments being at a nine-month low, although housing prices are increasing due to limited inventory [5]. - The market shows signs of fragility, with pending sales only up 0.8% year over year, indicating a struggle between affordability and supply shortages [5].

Get Ready for the next #KseniaConnects!This week, we’re diving into Stable Cash Flow with Crypto, featuring ONFA, a licensed digital asset platform driving smart investment and secure financial growth.📅 Date: Monday, September 22⏰ Time: 13:00 UTC🎧 Join Live: https://t.co/qDoGEZ1FAK🎤 Speaker:• Mr Nathan Ho – CEO, ONFA Fintech USA @nathanho_onfa👩‍💼 Moderator: Ksenia, Growth Lead @BitMartExchangeDon’t miss this conversation on how crypto-backed solutions are reshaping cash flow and the future of finance!#BitMa ...

RT Bitcoin For Corporations (@BitcoinForCorps)💸 PANEL: Does Cash Flow Still Matter?What matters more for #Bitcoin treasury companies — cash flow or balance sheet growth?Hear insights from Andrew Webley (@SmarterWebUK), Danny Yeung (@Prenetics), and Abel Seow (@BitGo) in this panel moderated by @StephanLivera.📍BFC Symposium | Presented by @krakenfx ...

Core Insights - StubHub's gross merchandise sales (GMS) increased from $4.8 billion in 2022 to $8.7 billion in 2024, with revenues growing from approximately $1 billion to $1.8 billion during the same period [1][2] - The company is planning to raise around $850 million through an IPO, selling 34,042,553 Class A shares at an expected price range of $22 to $25 per share, which would value the company at about $9.2 billion [3] - StubHub aims to expand its business beyond secondary ticketing into primary ticket issuance, advertising, sports merchandising, and sports betting, with a valuation of its North American secondary ticketing business at approximately $17.5 billion [9][11] Financial Performance - StubHub reported a net income of $405.2 million in 2023, but net losses of $261 million in 2021 and $2.8 million in 2024 [6] - The company generated positive cash flow from operations, with net cash flow from operating activities turning positive at $261.5 million in 2024, up from a negative $47.5 million in 2022 [6] - StubHub's cash balance at the end of 2024 was about $1 billion, which is half of its long-term debt of $2.3 billion, indicating a negative working capital balance of $1.04 billion [7] Market Position and Strategy - StubHub operates the largest global secondary ticketing marketplace, facilitating ticket sales in over 90 countries and supporting 33 languages and 48 currencies [8] - The company is focusing on signing more rights holders to make its platform the primary outlet for initial ticket sales, as seen in recent agreements with the Association of Volleyball Professionals and the Outside Lands festival [10] - StubHub is also exploring new revenue channels, including advertising, sports merchandising, and potential entry into the wider market for tours and attractions [11][12] Competitive Landscape - StubHub faces significant competition from established players like Ticketmaster in secondary ticketing, and from companies like DraftKings and Fanatics in sports betting [13] - The company must navigate challenges such as dependence on high-profile events and potential reductions in discretionary spending among consumers due to economic uncertainties [14] Strategic Focus - While StubHub has a strong brand in secondary ticket sales, it should prioritize growing this core business and be cautious about diversifying into other areas to avoid overextension [15] - The company's effective working capital management and rising revenues position it as a suitable investment candidate, provided it maintains focus on its primary business [16]