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FCF

First Commonwealth Financial Corp

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About First Commonwealth Financial Corp

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Tesla has rapidly declining sales, shrinking margins and dropping FCF btw. But yeah let’s pump it back to all time highs. Clown market
That dividend is basically paid totally from nearly all fcf Problem is if we get an actual recession and volume falls more they cut the dividend and the dividend funds sell big
“$ORCL has $11B in cash, $105B in debt, generates $20B in cash from operations and is now FCF negative. How is this all going to work exactly? ORCL has to buy the chips, take on more debt, while OpenAI has $10B in revenue but will spend $60B/yr in CapEx for five years. What?” Oracle market cap increased 230bn on this news btw
What are your FCF assumptions? Time frame? Discount rate?
OPEN… compared to zillow revenue and FCF…should be 5-10x higher 🔥
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