Joseph Carlson: TXRH will outperform

The window it was checked over

TXRH closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

What was said around it

are simply better at consistently growing cash flows so when I'm looking at valuation on any company I'm looking at the starting point of the valuation the starting point is the yield of the company Texas Roadhouse has a free cash flow yield of 4.16 percent and like we just saw the s p 500's current free cash flow yield in aggregate is 3.4 percent so we have a better valuation starting off with Texas Roadhouse but not only is the starting valuation cheaper for Texas Roadhouse but I also believe it will outgrow the s p 500. I think the free cash flows will grow quicker so that is a way of trying to outperform the S P 500 finding companies that have starting yields as high around the same as the S P 500 but which can grow their future cash flows at a faster rate than the s p 500. now the third part of this strategy is one that I think I struggle with the most which is to do nothing I think this is just mentally the most difficult part in investing in individual companies which is to truly have a long-term mindset I think doing analysis is fun doing analysis is active and I could do that for hours on end and really dissect and learn everything there is to learn about a company I can find

What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.