@riesgocosmico@JuanRodrig07@Martin_Onorato Si, en el caso de Vista lo que hace es disminuir la dilución al accionista, que también es importante. Por eso el impacto no es muy importante, pero hay muchisimos casos donde SI es efectiva, $AN, $TDG, $AZO, etc etc. No es para generalizar en este caso su afirmación, eso si
@bondlovescold @Kross_Roads The way I look at it is the following - market at ATHs, multiples somewhat extended in a few sectors, why not diversifying into something with limited downside? Don’t see this stock going down significantly given their buyback program. This is a true value play, but we’ll see.
@Spike_1567 @Kross_Roads @AwareWealth Exactly. $AN is another great example, flat revenue growth since 2021 and has been a 5x since then buying back 50%+ of their shares outstanding.
@Kross_Roads @AwareWealth I’ve said the same thing many times but they’ve got a big opportunity to excel in capital allocation given this price action. If they’re able to reduce their shares outstanding by ~8% this year the stock price will take care of itself. And I’m not even talking about growth here
@chinowz Lo mismo de siempre Chino. Se lee poco del merval últimamente en esta red social, generalmente un buen momento para seguir acumulando, como allá por diciembre 2024 fue un buen momento para achicar un poco la exposición. Ni en diciembre éramos Suiza ni hoy somos Zambia.
@Kross_Roads That’s great Roy. Are the expectations for Q2 still pretty low? If we finish June in the low 70s, I think we’ll be surprised by how much in buybacks they did in Q2 (hopefully close to $2b).
@Kross_Roads @George_Dubs_ Hopefully they get the SEC on board as well pretty soon! But having 19/20 yo kids receiving their NIL money on PayPal/Venmo to me is a huge deal
@PaperGainsInc@PatrickFernlieg@RobinhoodApp@vladtenev Nope. Clay season is over but I don’t think they will cover smaller events until at least next year. I guess for this year they’ll do RG, Wimbledon, and the US Open on tennis.