Plus: two more boards buying back.


 
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LEAD STORY


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This stock has retired more shares than it has left
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One buyback is a gesture. A buyback every season for fifteen years and
suddenly your shares cost two and a half times what they used to. The only
difference between a buyback and a buyback culture is time. Over the past two
weeks, three boards put nearly $2 billion of fresh repurchase money on the
table — enough, at recent prices, to retire roughly a quarter of one company, a
tenth of another, and a twentieth of the third. One has been buying back shares
since 2011. One since 2018. One is new to the work — and it swings with a
grudge. Let’s take them one at a time - Lear Corporation (LEA) — Recent Price:
$120.82 Recent Price $120.82 Buyback The Board of Directors raised the
company’s share repurchase authorization to $1.5 billion — roughly a quarter of
the entire company at tonight’s price. Breakdown: Lear has been making car
parts since 1917. Today it builds two things: the seats in your car, and the
electrical wiring and electronics that work as the car’s nervous system. Since
2011,…
READ FULL ARTICLE →
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FEATURED ANALYSIS


Berkshire Bought Google. Cohen Bought GameStop. The Easy Copy Trade Is a Trap
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Wall Street wants us to believe that billionaire portfolios are a cheat sheet.
They are not. The best investors have time, access, scale and the freedom to
wait out a bad quarter. We get the headlines after the fact—and often after the
price has moved. That does not make their actions useless. It means we should
study the logic, not imitate the ticker. One important caveat: many celebrated
holdings are still based on second-quarter disclosures. Form 13F filings show
certain long U.S. securities…
READ FULL ARTICLE →
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MORE HEADLINES


1. Wall Street's Estimate for Walmart Sits Exactly on Top of Walmart's Own
Guidance. Last Time That Happened, the Stock Fell 4%.
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2. Cisco Just Finished the Best Year in Its History and Guided $1.3 Billion
Above Estimates. The Stock Fell 10%.
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3. CoreWeave's Revenue Doubled and the Stock Jumped 21%. Its Debt Grew by $12
Billion in Three Months.
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4. The Biggest Threat to Your Portfolio Isn't Iran
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