u/JoeInOR · 21d ago11 prior · awaiting results
“Not a position but I watch it closely.”
I built a new metric called Y220. Given a company's true FCF yield today and its 3-year revenue CAGR, how long until it reaches 20% yield?
LLY passes the Y220 screen despite failing the current yield test, with parabolic revenue growth and aggressive share retirement offsetting valuation concerns; early GLP-1 innings offer durability questions but compelling optionality.
At post $1,225.73Now $1,123.91-8.3% since postedas of Sep 8, 4:30 PM ET
1d+4.5%
3d+2.4%
1w+0.6%
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