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2min chapter
Brian McGough from Hedgeye on the (dismal) State of Retail
Yet Another Value Podcast
The Difference Between Great Companies and Not Great Companies
Andrew Keen: The great companies buy back stock when they should. And the other companies, he says, don't do it at all. When you should is when your stock is beaten down and Wall Street hates you; then there are others like Ulta who bought 12% of their shares in a month while sales were booming. Keen: They're very poor stewards of capital. You'll notice they are not buying back shares currently. That's another of the classic of the classic capital allocations.
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