I built a new metric called Y220. Given a company's true FCF yield today and its 3-year revenue CAGR, how long until it reaches 20% yield?
LLY passes the Y220 screen despite failing the current yield test, with parabolic revenue growth and aggressive share retirement offsetting valuation concerns; early GLP-1 innings offer durability questions but compelling optionality.
At post $1,225.73·Now $1,248.18+1.8% since postedas of Aug 24, 1:28 PM ET
Author's biggest winner YTD and states they remain positioned in LLY. The stock was one of their major plays contributing to the +107K realized gain, and they emphasize concentration builds wealth.
At post $986.68·Now $1,248.18+26.5% since postedas of Aug 24, 1:28 PM ET