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Palantir

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Posts posted by Palantir

  1.  

    Not really.  In theory, book value and intrinsic value drop the amount of the dividend.  You have a known tangible redistribution, or return of capital.  The actual returns of the business are its earnings, or you could argue the change in intrinsic value. 

     

     

    As an investor, your goal is not necessarily to buy something that increases in intrinsic value, but something that gives you a high return. That can come from increasing in intrinsic value, or it can come from a dividend, so the fact that IV goes down is not a disadvantage of a dividend.

  2.  

    My money says that the vast majority of dividends first suffered the insult of taxation, and then were just reinvested in overvalued stock by the dividend recipient (in the name of "dollar cost averaging") at the inflated price.

     

     

     

    Why do you assume that dividends will be reinvested into something? Investor could be buying booze...

  3. If you don't expect them to know when their stock price is low or high, how could they ever know when to issue stock in a transaction, or as compensation, or more importantly, know what price to sell the company at?  Are you seriously okay with them doing whatever the advisory firm tells them??

     

    That is one of the risks of investing in a public company, and you are at the mercy of management's decisions to the extent you cannot influence their actions. Some firms have great capital allocators who are good at this, but I don't think it is a requirement.

  4.  

    If you aren't hiring them for their capital allocation skills, how can you trust them when they launch a new product (e.g. a crappy phone)?

     

    I invest in them because they have a good business model, not because I believe that the CEO is a mythical "capital allocator", and as a result, I don't think their capital allocation skill matters in determining how great their phone is.

     

     

  5. if you own a stock and rather get dividends' data-ipsquote-timestamp=' it means your holding a overvalued stock. You should look at that first. [/quote']

     

     

    I like dividends because I'm not a taxable investor, and because I don't own my companies for their "capital allocation" skills so do not expect them to know when their stock price is low or high.

     

    We want MOAR dividends.

  6. Soda industry looking like cigarettes: Top analyst

     

    http://finance.yahoo.com/blogs/talking-numbers/soda-industry-looking-like-cigarettes--top-analyst-135244610.html

     

    Perhaps this could be similar, KO's main business of selling liquid diabetes may be less and less viable in the US, but expects growth internationally, but at some point developing nations might also wake up to the joys of obesity and stop drinking this.

  7. Oh. No I think we are talking past one another.

     

     

    I think most of us believe he had the goods on SC, was offered a deal by the Government, and for some reason chose not to take it.

     

    I thought you were suggesting its possible he didn't have anything concrete he could offer on SC - and I guess that's plausible.  Tho there is evidence of them having out of office 1:1 meetings after the DR. told him the bad study data and just before SAC blew out of the long position and got short.

     

    Yes, I guess that is what I am saying. I find it hard to believe that he would willingly go to prison instead of just taking the deal. It is possible he simply has no material info that implicates SC, which I think is likely, or perhaps he is being threatened.

  8. How do you know he had a choice?

     

    to roll on Steve Cohen? I guess its plausible that he was never asked why all of a sudden he had gone from loving to hating a stock for a drug approval literally over night.  But doesn't that seem unlikely to you?  Or that at least someone asked him?

     

    Oh, I thought OP meant by "We was willing to take the fall for Steve Cohen" he was withholding information on Cohen during the trial. That I find unlikely.

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