- Entry
- $220.22
- Now
- $227.20 +3.2%
- Target
- —
- Score
- —
I run a screener built on raw SEC XBRL filings with 1,600 tickers, 16 years of data, true FCF defined as operating cash flow minus CapEx minus stock-based compensation. I recently added a cannibal screen: net buyback yield above 5% (previous diluted shares minus current diluted shares, divided by previous) combined with true FCF yield above 8%. The idea is to find companies where the cash engine is real AND buybacks are happening at a price that makes mathematical sense. …
— ORIGINAL POST ·
Built a cannibal screen using 16 years of SEC XBRL data: true FCF yield above 8% plus net buyback yield above 5%. Here's what came out and why I think Adobe's freemium data moat is being completely misread.
· r/SecurityAnalysis
· Jun 17, 2026