TIP253: An Intrinsic Value Assessment w/ Jesse Felder (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
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Navigating Shareholder Dynamics and Valuation
This chapter explores the impact of transitioning a company to private ownership on current shareholders, especially focusing on responses from public investors. It discusses stock buyback strategies, the implications of reducing dividends, and the influence of activist investors on valuations, particularly using Bed Bath & Beyond as a case study. Additionally, the conversation delves into the importance of both macroeconomic and microeconomic factors in assessing a company's intrinsic value and future cash flows.
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