$110B stock buyback. They are currently repurchasing ~$20B a quarter in stock. They are a “cannibal” of their shares, steadily reducing the share count. Companies that can do this are rar...
There is one concerning thing here.. Here is the Q1 report (pdf.) All in all, a just fine report. This is what is concerning, and it’s not just a BAC concern but a concern generally. Credit d...
Demand seems to be ready to explode. These are big numbers Today, I want to speak briefly about what I and others in the industry now see as another source of increased demand for our commodity, ...
The obvious first question is, “Why do I like nat gas so much?” It is the singular best choice for energy demand and its need is growing and I think that growth is accelerating: Economic Grow...
In retrospect, this should have been sold some time ago. I think I’ve closed the book on investing alongside Lampert in real estate-based investments. He may be a brilliant investor and fin...
Still stuck at these distribution levels…. Going to sell this. Debt is up 50% and the share count is up 17% over the past three years. That significantly raises the risk profile of this inves...
https://www.valueplays.net/2024/04/14/subs-update-and-a-sell/
Read the book “The Outsiders: Eight Unconventional CEOS and Their Radically Rational Blueprint for Success” This pick will make more sense… We have a new buy that is shrinking its share cou...