Meb Faber — Two Quants Walk into a Bar (EP.110)
Infinite Loops
Bybacks Are Getting Misunderstood
Companies that are deluders, their issuing stock. They're minus three point nine % from the sent 500. If you take on a lot of debt, that's minus three % expansion of your company. Essentially, the two that are positive are paying down debt,. But by backs, up 250 basis points better than large stocks. Why do bybacks get continually misunderstood? I think for folks like you and i, it's because they have a terrible brand.
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