free cash flow
4 statements across 4 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Feb 12, 2024 by Thomas Plantenga · across every show →
Everything said about free cash flow, oldest first
Feb 12, 2024 negative
Plantenga: Absolute free cash flow matters far more than EBITDA margin
“70% EBITDA margin says nothing. It's about the absolute amount of EBITDA or free cash flow. Like a business is valued on money. More money that comes freely out of it is better. Doesn't matter under which ratio that money comes out there. And we've been lookin…”
Mar 20, 2024 positive
Jan 22, 2026 neutral
O'Driscoll: Software Stocks Face Long Flat Periods Transitioning to Cash Flow
“It's a long journey from the hope and the sizzle of a revenue, a forward revenue multiple at a high growth rate. To the steady anchor of, you know, 12 times free cash flow. It's a long and tedious journey. And there's a long flat period for the stock while tha…”