Remove Hurdle Rate Remove Marketing Remove Planning Remove Profit and Loss
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Data Update 1 for 2024: The data speaks, but what does it say?

Musings on Markets

After all, I had no plans on becoming a data service, and making them available to others cost me absolutely nothing. Since I am lucky enough to have access to databases that carry data on all publicly traded stocks, I choose all publicly traded companies, with a market price that exceeds zero, as my universe, for computing all statistics.

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Transcript: Tim Buckley, Vanguard’s CEO

Barry Ritholtz

And I love business, I love the markets, I want to go there. What sort of challenges — BUCKLEY: A couple of bear markets. BUCKLEY: We’ve had, let’s see, inflation at a 40-year high, tightest labor market of our lifetimes. We were losing market share in the critical retirement, the 401(k) business.

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Data Update 7 for 2023: Dividends, Buybacks and Cash Flows

Musings on Markets

The dividend principle, which is the focus of this post is built on a very simple principle, which is that if a company is unable to find investments that make returns that meet its hurdle rate thresholds, it should return cash back to the owners in that business.