HeyJaredThe Cash Flow Compounder
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- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 26, 2026
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- Earliest in this view
- Jul 4, 2026
Latest issues
Boston Scientific (The Compounder Score) (opens the original)
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I applied The Compounder Score, a weighted framework for assessing companies’ fundamentals, as a preliminary screening tool to determine if Boston Scientific ($BSX) warrants a full deep-dive analysis.The maximum score is 22 and the ranking system is as follows:12 and below: High Risk/Pass13 to 15: Viable16 to 18: High Conviction19 and above: Best-in-Class<a class="button primary" href="https://thecashflowcomp
Costco Wholesale Corp (The Compounder Score) (opens the original)
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I applied The Compounder Score, a weighted framework for assessing companies’ fundamentals, as a preliminary screening tool to determine if Costco Wholesale Corp ($COST) warrants a full deep-dive analysis.The maximum score is 22 and the ranking system is as follows:12 and below: High Risk/Pass13 to 15: Viable16 to 18: High Conviction19 and above: Best-in-Class<a class="button primary" href="https://thecashflo
The Trade Desk (The Compounder Score) (opens the original)
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I applied The Compounder Score, a weighted framework for assessing companies’ fundamentals, as a preliminary screening tool to determine if The Trade Desk ($TTD) warrants a full deep-dive analysis.The maximum score is 22 and the ranking system is as follows:12 and below: High Risk/Pass13 to 15: Viable16 to 18: High Conviction19 and above: Best-in-Class<a class="button primary" href="https://thecashflowcompoun
Portfolio Holdings Q2 2026 Earnings Review (opens the original)
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Since our last portfolio review in June 2026, the market has continued to be dominated by the AI infrastructure buildout rush.Hyperscalers have continued their massive CapEx roll-out, with Alphabet posting its first negative FCF quarter in the past two decades.During the past 6 months, Google’s parent company has even issued debt worth over $50 billion to support its expansion and sustain the growth acceleration from its Cloud business.<a class="image-link image2 is-viewable-img" href="https://s
Microsoft (Deep Dive) (opens the original)
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The corporate world is a hostile environment.Of the 10 largest companies that dominated the world at the start of the decade, only 1 has managed to retain its spot in this exclusive group.And, as you would expect, this has been far from a smooth ride.Wall Street declared it dead when Netscape attempted to convert its web browser into the new operating system.It faced an existential threat when Linux leveraged its open-source ability to commoditize its core offering.It even missed one of the most
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