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The YouTuber views Welltower as extremely expensive, trading at 46 times operating cash flow and 40 times FFO. He argues that significant share dilution offsets all underlying fundamental growth, meaning no true shareholder value is being created despite strong revenue and operating cash flow growth.
“So to put it simply, I think that Will Tower is an extremely extremely expensive stock right now that has no business selling for 46 times operating cash flows and roughly 40 times FFO.” — ▶ 51:00