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Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior

The Acquirers Podcast

CHAPTER

How to Balance Capital and Sellback Stocks

A lot of stuff just returns capital because it's got too much cash and it's cheap relative to buyback stock. So you're redeploying quite a lot of capital even though you're not selling. How are you going to write a book around that? That's what I'm trying to figure out. There's ways. Maybe sometime Q3 I think it'll be out.

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