1 Comment
May 14Liked by Nick E.

I think Henry Singleton's repurchase plans over the years were very interesting because of the multiple ways investors can view them. For the most part they can be viewed in a positive light because capital gains are taxed more favorably than dividends for shareholders and it can be seen as a positive signal for the future. However, preventing hostile takeovers and entrenching management is anti-shareholder in a lot of ways.

Expand full comment