Focused Compounding cover image

Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter

Focused Compounding

00:00

The Trend in Return for Companies That Have Utilized Buybacks

I discussed it on trend in return as a capital for companies that have utilized buybacks slash have a lot of treasury stock thoughts. The big thing Boffe talks about the test of you have to create a dollar of market value for a dollar you retain and it basically works the same way for buybacks Same I and it works the sameway for acquisitions and things like that. So, yeah I would say that the trend has to be that you're creating market value That's the best way to look at it. It's just another form of retained earnings to me really even though it doesn't show up that way.

Play episode from 28:59
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app