“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 ·
“Working with activists… buying back shares at a discount, selling off non-core assets… shrinking the denominator improves returns”
Django Davidson · The Master Investor Podcast with Wilfred Frost · How to Profit When Cycles Turn - Django Davidson on Capital Cycle Investing
Play from 39:48
39:48
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What was described
Partner with activist investors in Japan to shrink corporate balance sheets by buying back shares at discounts and selling non-core assets
Said nearby on the same subject
“A Fed balance sheet at $6 trillion is more responsible than a $20 trillion balance sheet”
BK
Brij Khurana
Alpha Exchange ·
“Can immediately sell that cluster to somebody else. So it doesn't hit your balance sheet.”
♫
Said on Latent Space: The AI Engineer Podcast
“…if they don't transfer, the money, there is a 90% penalty. So I can buy back their shares at the 90% discount.”
GB
Giuseppe Balzano
Buyers and Builders ·
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