The Meb Faber Show - Better Investing cover image

Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition | #410

The Meb Faber Show - Better Investing

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The Market Capacity of Profitability

This feels like someone who's been through the late nineties and two thousands on the wrong side. Ewas heav bubble and profitability and a lot of aggressive accounting at the same time. Big tech companies give away 2% of their earnings beyond what they pay for dividends. We've had re purchases now in place that have consume massive amounts of corpora, down over that ten year period by about 7%.

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