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Investing Experts
If you can predict cash flow you can predict stock price - Austin Hankwitz
Feb 22, 2024
Austin Hankwitz discusses focusing on profitability and cash flow, the undervaluation of Russell 2000, breakdown of covered call ETFs performance, bullish outlook on Salesforce, and strategies for building a $2 million dividend growth portfolio
28:15
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Quick takeaways
- Predicting cash flow can forecast stock prices, emphasizing operational and free cash flow margins.
- Invest in areas you understand to build a concentrated, effective portfolio, avoiding sectors lacking comprehension.
Deep dives
Focus on Cash Flow and Profitability in Market Trends
In the episode, Austin highlights the shift in market focus towards cash flow and profitability in 2024. Companies like Meta, Salesforce, DraftKings, and Sentinel-1 exemplify this transition. By emphasizing operational cash flow and free cash flow margins, Austin suggests that predicting cash flow can lead to stock price predictions. This strategic shift marks a move away from overhiring and growth-centric approaches seen in the tech sector in previous years.
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Discover
highlights
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