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Float

0 statements across 0 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 1, 2025 by John Khoury · across every show →

Everything said about Float, oldest first

Dec 1, 2025 positive
Insight
Khoury: Cash-Generative Share Cannibals Become Cheaper If Their Stock Stays Flat
“In the best instances, these are companies that are generating material amounts of free cash flow and shrinking the float so that as time passes, if the stock's flat, it's getting better and it's getting cheaper.”
John Khoury Dec 1, 2025 ▶ 22:17 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
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