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...“In the 1990s I’d been involved in environmental protest and then decided that resistance was no good,” she tells us. “I’ve never been a person especially comfortable in a group.”...
...Over the past 10 years the size of its buyback scheme dwarfs both its R&D spend and the buyback schemes from peers, adding up to a total of $658bn, according to data from S&P Global....
...His response: I think the financial result would be very close to the same . . . if you want to join something that may have a tiny expectation of better [performance] than the S&P, I think we may be about...
...The House in March overwhelmingly backed a bill to force ByteDance, the Chinese owner of TikTok, to divest it within 180 days or else app stores would be banned from distributing it....
...I’d be happy to share our output if it would be helpful. WhatsApp to WesPete: Of course, we’d be thrilled to have you any time....
...And yes, they’d be right. A PIK note tends to give the issuer options....
...Assume, then, that TMTG’s weighted average cost of capital falls from more than 20 per cent to 5-6 per cent, the S&P 500’s average WACC. Even then, we’re only at $51....
...Other times I will just look at the monthly recap I get and then see what they’ve bought or sold.”...
...I recall this cartoon whenever I hear the oft-asked question by analysts at the end of corporate earnings calls: “Great quarter, Bob, but I’d like to know what risks to your business keep you up at night...
...Letters in response to this editorial comment: If I were a CEO I’d give my right arm for such growth / From Julia Poliscanova, Senior Director, Vehicles & Emobility Supply Chains, Transport & Environment...
...I’d want to see comparisons of leadership today to financial performance a decade hence. A single financial measure is not nearly enough, and operating margins are a particularly bad choice....
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
...I’d bet, without much confidence, that it will be less than that. Yen: it’s all about US The Bank of Japan has left negative interest rates behind, yet yen weakness continues unabated....
...I have always worried that I’d never be a truly great writer unless I could find my higher purpose, some grand idea to which I could dedicate the rest of my life....
...I won’t be on FT email much longer, but I’d love to hear from you on Twitter or LinkedIn. Or email the big man himself: robert.armstrong@ft.com....
...So far as I know, McKinsey has not responded, which is strange....
...I prefer to look at the market since last October 27, when the market broke the downtrend that had held since July. In the four months since then, the S&P 500 has risen 24 per cent....
...I mean, sure, private equity dudes care, but should the rest of us?...
...The bill would ban app stores from distributing TikTok unless ByteDance divests the app within 180 days after passage....
...For a stock that is expected to increase earnings below the S&P 500’s average pace this year and next, that’s still a lot....
...Toby NangleSo yeah, I mean, I’d quite like that to finish, really. So if it was me, I’d ask the SEC to finish its investigation and report. Katie Martin Yeah, finish the job, SEC, says Toby....
...“I’d put Vertex in my pharma top three [to invest in].” This year, Vertex’s market capitalisation surpassed $100bn for the first time....
...The bar was still almost as cool as I’d believed back when I couldn’t afford to go in. Everything looked as I’d wanted to remember it, but nine years had passed....
...Because, at the time, Uber generally hid exact delivery locations from couriers after they’d completed their trips, it was hard for them to confirm how far they’d gone....
...I’d be happy to come by the Commons and talk about them if it would be helpful. WhatsApp to WesPeter: Tuesday at 4? Great....
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