Markets
February 2025
65 minutes minutes

Michael Mauboussin: The One Job of an Equity Investor

Rational Reminder

Mauboussin covers capital allocation strategies, the shifting landscape of private equity, accounting challenges with intangibles and more.

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Portfolio Management
January 2020
24 minutes

The Factor Archives: Shareholder Yield

Jim and Jamie discuss capital allocation’s link to returns, the history of dividends and buybacks, and government-mandated repurchase programs.

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