Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On
Focused Compounding
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Dillards' $500 Million Share Buyback
Dillards recently approved a $500 million share buyback. The stock is up 1,144 From its 2020 low. Free cashflow generation has been very light. It's had a lot of EPS growth. But it hasn't had growth in terms of top line stuff we're talking about.
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