The hottest Stock Buybacks Substack posts right now

And their main takeaways
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Top Finance Topics
Jon’s Newsletter β€’ 39 implied HN points β€’ 28 Nov 23
  1. Apple makes a lot of money from selling devices like iPhones and services, giving them a huge cash flow.
  2. Investors love that Apple shares its profits through dividends and stock buybacks, which puts money back in their pockets.
  3. Even with big expenses, Apple still has plenty of cash left over, and experts believe this will keep growing in the future.
Technology Made Simple β€’ 39 implied HN points β€’ 11 Feb 23
  1. Stock buybacks involve a company purchasing its own shares from the market, which can boost stock prices and reduce the number of shares in circulation.
  2. Stock buybacks are typically done by older, established companies with market dominance, in order to reward investors when they don't have resources for other investments.
  3. Controversies around stock buybacks arise from executives benefiting significantly from buybacks through stock options, while companies may conduct layoffs and seek government bailouts.
Musings on Markets β€’ 0 implied HN points β€’ 18 Feb 11
  1. Companies are often hesitant to cut dividends because it sends a bad signal. They prefer to keep dividends stable, even if their earnings fluctuate.
  2. With more global competition and uncertainty, sticking to fixed dividends might lead to lower payouts as companies retain more cash for safety.
  3. There are alternative dividend policies, like tying dividends to earnings or cash flow, which give companies more flexibility and can reduce the risks of being locked into high payouts.
Musings on Markets β€’ 0 implied HN points β€’ 01 Feb 11
  1. Many companies are moving from paying dividends to doing stock buybacks. This means fewer stocks will pay dividends, but those that do may be more reliable.
  2. If you're not focused on dividends but want cash returns, consider stock buybacks as a way to profit. Just remember that buybacks can be risky and are not guaranteed.
  3. For long-term growth investors, buybacks can be a sign of maturity in a company. Look for firms that might grow in value because of buybacks, but be cautious when such announcements come.
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Musings on Markets β€’ 0 implied HN points β€’ 26 Sep 08
  1. Companies prefer buybacks over dividends because they can change buyback plans more easily in tough times. This helps them avoid bad market reactions.
  2. Investors should be cautious about companies that announce buyback programs; they might not actually go through with them.
  3. Stock buybacks are currently a major way companies return cash to shareholders, showing how they respond to market conditions and investor expectations.
Musings on Markets β€’ 0 implied HN points β€’ 04 Feb 18
  1. Dividends and cash returns are important for businesses, but many believe they signify failure instead of success. It's better for companies to return cash to shareholders rather than forcing it into poor investments.
  2. In reality, capital markets aren't always accessible, making it risky for companies to pay large dividends. If they overcommit to dividends, they could miss out on great investment opportunities.
  3. Many companies pay dividends out of habit, even when it may not be wise. This can lead to inefficiencies where they prioritize dividends over solid investment strategies.
Musings on Markets β€’ 0 implied HN points β€’ 06 Feb 17
  1. Companies often decide on dividends based on what cash is left over after making other investments. Ideally, they should focus on their overall financial health first before determining how much to return to shareholders.
  2. Many companies are shifting from paying dividends to doing stock buybacks, meaning they are buying their own shares back instead of distributing cash directly to shareholders. This is becoming common in many markets around the world.
  3. The cash that companies hold can be a sign of either financial prudence or poor management. While having cash can protect a company during tough times, too much cash held back might mean that managers are not returning wealth to shareholders effectively.