Cash Flow Investing Club

Starting at $15/mo or $144/yr

Compound interest is the 8th wonder of the world “He who understands it, earns it; he who doesn't, pays for it." - Albert Einstein

Raghu Mamindla

Sample 1 Pager - ONLY

Jan 2

Uber , Moderna and Transmedics

Hi Cam and David.

Happy New Year.

am interested in 3 companies Uber, Moderna and Transmedics this year.

When you are free can you please do a one pager

0 comments

Shankar Holenarsipur

Sample 1 Pager - ONLY

Jun 16, 2023

TCNNF review?

Hi Cameron, other wizards - with all the other stuff like tobacco, spirits, perfumes done, can we leave TCNNF behind? Could we have the SOU on this please? :-)

0 comments

Idrzpfqt Skacdrnilh

Sample 1 Pager - ONLY

May 7, 2023

TPL-ONE PAGE REQUEST

Hello Cameron and wonderful Team….

I appreciate the work you and your team do to bring forward analysis on great business with future cash flow and growth projections.

Today I’d like to request one page on a wonderful ‘Permian Basin ETF’-TPL a company with an asset-light royalty-based business model.

TPL is 32.84% down YTD and it seems to me , according to my evaluation, to be a good time to start a position in this great business.

Thank you to you and your team for the great job you guys do!

0 comments

Cameron Stewart

Sample 1 Pager - ONLY

Jan 8, 2023

Attached is a sample 1 Pager of PepsiCo

A few highlights:
1. Low single digit revenue and earnings growth
2. Strong cash flow
3. Full leveraged with Net Debt / EBITDA about 3x
4. Pricing has been at a premium for many year and does not support a compelling return. Look for the market multiple to decline back to historical trade.

PepsiCo Inc (PEP) - 1 Pager Oct 2022.pdf 470.55 KB