“Don't buy anything unless it's 15 to 20% below that price. That's how you get equity without market appreciation”
DM
Dave Meyer investor
BiggerPockets Real Estate Podcast ·
“If companies buy back 10% of equity, static investors must see price rise ~20% to stay at 50-50 allocation.”
Victor Haghani · The Rational Reminder Podcast · Who Causes Stock Market Anomalies? (w/ Victor Haghani)
Play from 9:08
9:08
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Illustrated how static 50/50 investors cause stock price to rise 20% when companies buy back 10% of equity, because static investors must rebalance to target weights
10% buyback → 20% price rise; 1% buyback → 2% price rise (for 50/50 static investors)
Said nearby on the same subject
“I think a lot of people view the QE ... as primarily working through the balance sheet ... but ... yields would rise ... investors sell bonds because they're not as excited”
BK
Brij Khurana
Alpha Exchange ·
“‘We’re using other models for static analysis because it’s a waste of tokens…’”
OS
Omar Santos
Security & GRC Decoded ·
“Investors focusing on 10-15% yield were losing value over time because capital was eroding while paying taxes on dividends”
MJ
Marshall Johnson
Retire With Purpose - The Retirement Podcast ·
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