Dividends
topic on 5 shows · 7 statements across 7 episodes
No Priors
Capital Allocators
Top Founders
the a16z Podcast
TBPN
7 statements about Dividends, every show
Disney Returned At Least $70 Billion to Shareholders Via Buybacks
“Disney, across dividends and buybacks, has returned, like, seventy billion, maybe more, to shareholders”
Issuing a dividend is a terrible signal that a company lacks ideas
“And, like, even worse is a dividend, because, like, now I can't even do that. I'm just gonna, like, literally just gonna give it. I don't know what to do with this money. I'm just gonna give it back to you. Like, what would I do with this money? There's like s…”
Casey: Mature tech companies should initiate dividends to reward stock-comped staff
“I happen to be one of the heretics who thinks dividends are amazing. Like, I love it when companies initiate dividends, and I think the companies love it when they have dividends, too. It's like giving everybody who has stock comp a raise, right, in cash that …”
The 1929 market crash actually recovered by 1936 when accounting for dividends
“After the crash of 1929, the market did not exceed its previous high until 1956, which is true if you don't include dividends. If you do include dividends, the right answer is 1936.”