tom: brian belski with us.e have gone through the first 18 minutes of the show without mentioning the minnesota vikings. hall of fame game. pittsburgh-steelers. we are joined by mr. heitzman about twitter and the other joys of silicon valley. rick heitzmann always interesting. this is "bloomberg surveillance." ♪ tom: good morning. "bloomberg surveillance." let's do a morning must read. doing better than walmart. matt levine with a piercing assay linking mr. icahn with apple. he likes this, that, and the other thing. wall street estimates it will have 68 new gazillion dollars. carl icahn wants the cash. there is a lot of other apples out there. apple gets depressed. brian: this is about the redistribution of cash. corporate america has done an awesome job rebuilding the coffers of cash. a lot of companies are doing a great job. we think as this turns into buy back stock, free cash flow yields continue to come up. tom: what is a free cash flow yield? brian: it is the amount of cash you are actually yielding -- to