Share Buybacks – Of Sense and Nonsense
Share buybacks are common in publicly traded companies. But they can destroy value just as they can create it.
Month: April 2020
Mean Reversion – Understand it, But Don’t Rely on It!
Don’t rely on mean reversion alone. Fundamental deterioration can be hard to spot.
Dividends During a Pandemic – Should Companies Pay Them?
Just some thoughts about current events. What should companies do during these crazy times?