True FCF yield and Y220 applied to consumer discretionary and staples names. DECK at 8.43% yield and 16.5% CAGR is the standout. Looking for pushback on the GTM thesis specifically - is AI really killing enterprise B2B data or is the market overpricing the doomsday scenario?

The specific analytical question I'd most welcome pushback on from this community: ZoomInfo (GTM) trades at 23.96% true FCF yield with a 10.54% three-year revenue CAGR and a Y220 already at the 20% threshold. The market is pricing it as a dying business. The bear thesis is that AI scrapers replicate what ZoomInfo provides. I work in data at a large enterprise and our team still genuinely needs GTM for enterprise sales operations in ways that AI scrapers haven't replaced. Is that just selection bias from one enterprise's experience, or is the doomsday pricing genuinely overdone?

The DECK observation is less controversial: 8.43% true FCF yield, 16.53% revenue CAGR, Y220 of 6.3 years, 8% annual share retirement. The consumer data is consistent with the financial data - Hokas are growing market share in daily training while Nike is shrinking. The question is whether the fashion cycle risk is underpriced in a shoe company growing this fast.

Full piece with sector tables: [https://cavemanscreener.substack.com/p/invest-in-what-you-know-part-ii-stuff](https://cavemanscreener.substack.com/p/invest-in-what-you-know-part-ii-stuff)