More on Stock Buybacks…
We are still digging out from earnings and prepping for another onslaught next week in some of our themes. But one theme that keeps pinging as we peruse the conference calls so far is the overall trend in buybacks (at least in our “old economy” themes and stocks). We noted a few weeks back that…
Event-Driven trading: Why stock buybacks?
With our resolutions out of the way, lets spend a bit of time chatting buybacks since they have been the massive factor outperformer in the past few years. See chart below using Russell as the underlying universe: As inflection investors, we are often presented with two scenarios 1) industries that have been left for dead…
January 7, 2024, Vol. 158
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