Domino's has been discussed previously and is presented as a company that investors should evaluate based on their personal fit.
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Where Did Normal Investing Go? Fat Tony Style!!!
Value Investing with Sven Carlin, Ph.D.Apr 15, 2026
The creator contrasts traditional value investing focused on dividends and cash flow with modern market trends like "buy the dip" and speculative AI/China plays. He advocates for a "Fat Tony" style of investing, prioritizing yield and cash flow, and highlights companies like Charter, Berkshire, Fiserv, HP, and Domino's as examples of potential investments that fit this philosophy, while cautioning against chasing market hype.
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HP's dividend is noted as a factor to consider for investors, aligning with a focus on income generation.
Charter offers a high free cash flow yield of 12-15%, making it an attractive investment for those seeking stability.
Amazon's number of shares outstanding is increasing, which is a negative sign for investors.
Microsoft has shown a small decline in share count over 10 years, averaging about 1% per year.
Apple has seen a significant decline in share count over the last five years, indicating a positive trend for shareholders.
Nvidia's share count has increased over the last 10 years, which is not ideal for investors.
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CHTR
buy opened Apr 15, 2026
-34.93%