The No-Earnings Companies
The No-Earnings Companies Starting off this week’s theme, we were reminded of an old article by Erik that really challenged the way we think. In his piece titled “Stop caring about earnings” (paywall removed for KEDM subscribers), he explained how Warren Buffett pioneered the no-dividend company. Prior to Berkshire, investors expected companies to return capital…
Financials Unplugged
We want to thank Derek for jumping on this months Happy Hour to chat all things Financials! Was a great episode and we learned a lot! We urge everyone to shoot him a follow at @GatorCapital and sign up for his quarterlies. We have read him for a decade and highly recommend! As always, we…
August 3, 2025, Vol. 253
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