free cash flow

also referred to as: free cashflow

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jun 30, 2022 by Chamath Palihapitiya · across every show →

Everything said about free cash flow, oldest first

Jun 30, 2022 negative
Insight
Chamath: Free cash flow driven by stock compensation distorts true profitability
“So when the only source of free cash is stock based comp, that free cashflow doesn't reflect the company's true profitability.”
Chamath Palihapitiya Jun 30, 2022 ▶ 54:53 E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
Apr 24, 2026 neutral
Assertion Partly supported
Friedberg: Salesforce trades below 10 times free cash flow
“Salesforce today is down nine percent. One hundred forty billion enterprise value on fifteen billion of free cash flow. This thing is trading at less than 10 times free cash flow.”
David Friedberg Apr 24, 2026 ▶ 32:32 SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
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