Chit Chat Stocks cover image

10 Best Performing Share Cannibals; A Software Giant Gets an Activist; Are We In Dotcom Bubble 2.0?

Chit Chat Stocks

00:00

Share Cannibals and Market Presence

The chapter delves into the performance of companies engaging in share buybacks, labeling them as 'share cannibals' and explores how various factors like the demand-supply balance and industry narratives may influence a company's future presence. It references examples like home builders, AutoZone, and O'Reilly to illustrate the impact of share buybacks on market share and discusses the advantages of being in less glamorous industries like Ulta Beauty.

Transcript
Play full episode

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