TDY Teledyne Technologies Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
15:54
Apr 01
Apr 01
22:35
Jan 05
Jan 05
r/ValueInvesting
Teledyne undervalued on durable FCF-per-share compounding and acquisition discipline.
Teledyne trades at a premium valuation but can still be meaningfully undervalued if its free cash flow per share compounding persists, as roughly 25x TEV to free cash flow represents an implied enterprise cash yield around 4% and the payoff comes from growth rather than a cheap starting multiple. The business sells mission-critical sensing and engineering components into harsh, regulated environments where certification-driven design-in incumbency and high switching costs create sticky demand, and management reinvests free cash flow into high-return niche acquisitions. The main stated risks are dependence on timely U.S. government appropriations and a loss of acquisition discipline.
About TDY Investor Commentary
Across the available history and selected sources, Buzzberg tracks TDY (Teledyne Technologies) across 9 sources: 2 bullish vs 0 bearish calls from 11 authors. Historical directional balance: 10% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 20 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: @michaelsikand, u/TheBestOfAllTylers.