
Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage
Focused Compounding
00:00
Do You Think Family Rent Companies Are More Common?
I think you see just like unusual cap allocation for family more likely so sometimes that means not issuing shares. Some are good at some aren't I mean it probably depends on their background there Yeah companies like Village and Walmart and some others Have had would have had okay sort of performance if they have been able to manage their expenses better as well as dillards Obviously dillards is extreme though because to be able to keep your SG&A at the same level that it was a long time ago It's very hard to do the other thing if we go to the cash flow statement. Where do you see the line for stock based compensation?
Transcript
Play full episode