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TIP708: Why Wall Street’s Playbook Is Broken w/ Harris Kupperman

We Study Billionaires - The Investor’s Podcast Network

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Exploring Capital Allocation: Buybacks vs. Dividends

This chapter explores the complexities of capital allocation in businesses, with a focus on buybacks versus dividends. It emphasizes the strategic preference for buybacks during undervaluation periods and the significance of sector consolidation for improved pricing power and returns.

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