Great interview. The best finance content on TH-cam always has almost no views. People are more interested in charlatans and their crystal balls. Its a shame, but that's how it goes. My thoughts on buybacks is probably that its incredibly straight forward to incorporate into the dividend discount model as the effect of buybacks is growth in EPS and dividends. There is already a variable for this, dividend growth rate.
Great interview. The best finance content on TH-cam always has almost no views. People are more interested in charlatans and their crystal balls. Its a shame, but that's how it goes. My thoughts on buybacks is probably that its incredibly straight forward to incorporate into the dividend discount model as the effect of buybacks is growth in EPS and dividends. There is already a variable for this, dividend growth rate.
Thank you for taking the time to listen and comment. We agree on the dividend growth rate!
Expected Returns is the best investment book I've read. Great interview.
Thank you. He was a great guest!