some links 2 – share buybacks and capital allocation

Nice writeup about the destructive site of (bad executed) share buybacks with macy’s as example here.

The Truths And Myths of Buybacks on The Fat Pitch-blog here.

Summary: It’s true that corporations buying their own shares (buybacks) represents a large source of demand for equities and have helped push asset prices higher.

and of course the great valueandopportunity-blog about Capital Allocation & Capital Management here.

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