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Fundamental Analysis
Valuing businesses, not trading tickers
Fundamental investors analyze a company's financial health — revenue growth, profit margins, balance sheet strength, and competitive moat — to determine if the stock price reflects the true business value.
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Marcus Delgado·Mar 7, 2026·12 min readUnderstanding Free Cash Flow Yield: The Metric I Use Most
FCF yield is one of the most underutilized tools for individual investors. In this piece I break down how I calculate it, why it matters more than P/E in most cases, and how it fits into my screening process for finding undervalued businesses.
Marcus Delgado·Mar 10, 2026·8 min readWhy I Added to My NVDA Position — Full Breakdown
After the earnings pullback, I saw a risk/reward setup that made sense within my existing thesis. Here's exactly what I looked at before sizing in: valuation, technical levels, and how it fits my portfolio concentration limits.
Marcus Delgado·Mar 1, 2026·15 min readMonthly Portfolio Update — February 2026
Marcus Delgado·Feb 24, 2026·18 min readThe Case for META at Current Valuations
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The FCF yield breakdown finally clicked for me. Applied it to my AAPL analysis and it completely changed how I was thinking about the valuation.
Quick question on the NVDA trade — what was your stop loss level? Did you set it based on the technical level or a percentage of position?
Great question David — I set it at the prior support level ($580) rather than a fixed percentage. The technical level had more meaning in this context...
Subscriber-only discussion thread: February portfolio review Q&A...