Palantir
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Posts posted by Palantir
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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...
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Any of these Fappening hackers into value investing? ;)
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You don't trust your management's acquisition skills but you do trust their judgement on buybacks? :D
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If you have a firm with a great business model being run by an actual ham sandwich. Why on earth would you want them to buy back with your capital? You'd want capital to be returned to shareholders ASAP before management went bonkers with it.
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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.
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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.
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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.
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Why doesn't it make sense? BVPS is supposed to go down with a buyback when P/B > 1...you are buying $112 of book value for nearly $400 in cash, your BVPS will go down as a result.
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Look for investor presentations on their website, has some good stuff.
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Soda industry looking like cigarettes: Top analyst
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.
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Congratulations.
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Any Scots on here? What is the sentiment on the ground?
Of course:
http://media1.giphy.com/media/m12GiqBQywgbS/giphy.gif
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I think Berkshire after Buffett might look much more like Manchester United after Ferguson's hand-picked successor David Moyes.
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Are you trying to give people short ideas? ;D :o
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I think moat is a widely abused concept. WEB is looking for stable cash flows when he thinks about moats....I do not believe we should be wondering, "does this have a moat" for every single business.
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Yes, are you hiring? :)
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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.
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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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How do you know he had a choice?
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How big of an investor do you need to be? :)
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George Risk Industries - RSKIA
MCap = 40M
Portfolio = 28.25
EV = 11.75 M
FCF = 2.1 M
EV/FCF = 5.6
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Is it possible he is simply not knowledgeable about Alibaba hence his hesitation?
Share Buybacks
in General Discussion
Posted
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.