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

TBPN Assertion Supported
Disney Returned At Least $70 Billion to Shareholders Via Buybacks
“Disney, across dividends and buybacks, has returned, like, seventy billion, maybe more, to shareholders”
John Coogan Jul 16, 2026 ▶ 18:09 Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
NO PRIORS Opinion
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…”
Matt MacInnis Sep 25, 2024 ▶ 19:31 No Priors Ep. 83 | With Rippling COO Matt MacInnis
a16z Opinion
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 …”
Mark Casey Jul 23, 2024 ▶ 11:32 Mark Casey (Capital Group): Public Market and Macro Perspectives
TOP FOUNDERS Disclosure
Brad Miller Took $6 Million Dividend in His Best Year
“Best year was six, actually.”
Brad Miller Dec 14, 2023 ▶ 5:31 Masters of Debt: How I bought a $5m SaaS Company Using Debt, Grew to $20m, Then Flipped for a Huge Gain
CAPITAL ALLOCATORS Assertion Partly supported
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.”
Morgan Housel Sep 7, 2020 ▶ 1:04:52 Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
Eliminating dividends and buybacks destroys owners' ability to redeploy corporate profits
“If you eliminate those, you kind of take out one of the core tenants of capitalism, which is the ability for owners to redeploy their profits into more productive activities.”
Tony Davis Jun 29, 2020 ▶ 47:29 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
a16z Prediction Held up
Rampell: Repatriated corporate cash will fund buybacks, not innovation
“Exactly. It's probably going to go to buybacks M&A and dividends. And a lot of that is just kind of like reshuffling as opposed to actually building anything new.”
Alex Rampell Jan 2, 2019 ▶ 24:54 a16z Podcast | Technology, Mobility, and the American Dream

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