McDonalds Is Worth More Than You Think

Also check out Seeking Alpha for my new premium post on McDonalds.  McDonalds is investing in growth and therefore it’s appropriate to do a modified free cash flow analysis that takes into account new investments in growth.  This shows McDonalds’ free cash flow growth is much stronger than it otherwise looks!

Intuitive Surgical: Updated Analysis

I just published an updated analysis of Intuitive Surgical (ISRG) on Seeking Alpha.  Please take a look!  In short, while I am pleased with my prior purchases, I think the stock is even more richly valued than when I bought in, and at this point I plan to hold and look for a pullback before buying any more.

Apple: Updated Analysis

I just published a new analysis on SeekingAlpha of Apple, looking at it from a discounted cash flow perspective, incorporating the new cash-on-hand numbers.  To me, it seems highly undervalued.  The full article is here.

Please follow me on Twitter at @The_Dumb_Money.