leverage
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jun 11, 2024 by Brent Beshore · across every show →
Everything said about leverage, oldest first
Jun 11, 2024 bullish
Aug 4, 2026 positive
Jacobs: Zero debt is suboptimal because modest leverage boosts per-share returns
“I don't think it's an optimal balance sheet if you have no debt. Because you can improve the returns by shrinking your share count, because you have fewer shares. So the same amount of returns is, is greater per share, because you have fewer returns. So I thin…”