Company Cash Flows

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Greenlight Capital Re: Transparency Improves, But Execution Still Matters
Seeking Alpha· 2025-08-27 10:29
Group 1 - The CrickAnt is an actuary for an insurance company, focusing on analysis of insurance and reinsurance companies [1] - The Cash Flow Club, which includes contributors like Darren McCammon and Jonathan Weber, emphasizes company cash flows and access to capital [1] - Key features of the Cash Flow Club include targeting a 6%+ yield, community chat, a "Best Opportunities" List, performance transparency, and coverage of sectors such as energy midstream, commercial mREITs, BDCs, and shipping [1]
Bristol-Myers And BioNTech Deal: Good For Both Parties, But One Is The Better Investment
Seeking Alpha· 2025-06-06 11:00
Group 1 - The Cash Flow Kingdom Income Portfolio aims to achieve an overall yield in the range of 7% to 10% by combining various income streams for a steady payout [1] - The portfolio's price may fluctuate, but the income stream remains consistent, indicating a focus on stability in income generation [1] - The portfolio includes access to a leader's personal income portfolio targeting a yield of over 6%, along with community features and performance transparency [1] Group 2 - Jonathan Weber has been active in the stock market and as a freelance analyst, focusing primarily on value and income stocks since 2014 [2]
Plains All American: Very Attractive Yield Following Sell-Off
Seeking Alpha· 2025-06-05 13:19
Group 1 - The Cash Flow Kingdom Income Portfolio aims to achieve an overall yield in the range of 7% - 10% by combining various income streams to create a steady portfolio payout [1] - Plains All American Pipeline, L.P. (PAA) is an energy midstream company that has recently experienced pressure on its shares, leading to an increase in its dividend yield [1] - The Cash Flow Club focuses on company cash flows and access to capital, offering features such as a personal income portfolio targeting a yield of over 6%, community chat, and coverage of various sectors including energy midstream and commercial mREITs [1] Group 2 - Jonathan Weber, an analyst with an engineering background, has been active in the stock market and has been sharing research on Seeking Alpha since 2014, focusing primarily on value and income stocks [2]
Tempus: Is This Ultra-Fast-Growing Company A Good Investment?
Seeking Alpha· 2025-05-20 21:55
Group 1 - The Cash Flow Kingdom Income Portfolio aims to achieve an overall yield in the range of 7% - 10% by combining various income streams for a steady payout [1] - Tempus AI, Inc. (NASDAQ: TEM) is identified as a healthcare tech company that has experienced significant growth, including in the most recent quarter, with a positive outlook for the remainder of the year [1] - The Cash Flow Club, where Jonathan Weber is a contributing author, focuses on company cash flows and access to capital, offering features like a personal income portfolio targeting 6%+ yield and coverage of various sectors [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]
Marvell: Share Price Cut In Half, Is It Attractive?
Seeking Alpha· 2025-05-09 16:41
Group 1 - The Cash Flow Kingdom Income Portfolio aims to achieve an overall yield in the range of 7% - 10% by combining various income streams for a steady payout [1] - Marvell Technology, Inc. (NASDAQ: MRVL) has significantly underperformed the broader market over the past year, despite compelling operational growth leading to a notable decrease in its valuation [1] - There are existing uncertainties surrounding tariffs that may impact Marvell Technology's performance [1] Group 2 - Jonathan Weber, an analyst with an engineering background, has been active in the stock market and focuses primarily on value and income stocks, occasionally covering growth stocks [2]