Catching up on some earnings and wtf? $U Unity: "During the fourth quarter of 2022, we bought 42.7 million shares back at an average price of $35.10 per share. With this buyback, we returned $1.5 billion to shareholders as part of our $2.5 billion share buyback program."
Feb. 28, 2023, 2 p.m.
$APP "in '22, we invested over $340 million against our $750 million authorized buyback. But in the fourth quarter, we did not buy back any shares as we are continuing to assess our capital allocation policy"
Feb. 9, 2023, 3:20 p.m.
Have been lucky to have discussed various names w/ Mike - very sharp guy. Great opportunity for someone:
Jan. 9, 2023, 4:30 p.m.
@ShortSightedCap @ebitdaddy90 @hedgie007 Keeping this in mind, how would you structure the ideal interview process?
Jan. 8, 2023, 7:36 p.m.
@IndraStocks @CCM_Brett How old are you? Please go through all the answers in this tweet if you have any interest of thriving in this industry https://t.co/XTB2jakozO
Dec. 7, 2022, 6:55 p.m.
SCPL +36% and PLTK +1% since. Valuation gap closed, pretty much trade at the same multiple now. Prob some more profits to squeeze out of this pair as SCPL should trade at a premium to PLTK imo https://t.co/bKeVU2WNVw
Nov. 14, 2022, 2 p.m.
Still one of the best threads: https://t.co/AWJPu9pu4s
Nov. 7, 2022, 8:27 p.m.
@IrnestKaplan For sure, but different times : ) Both rev growth & margins have bottomed and will inflect higher, see: https://t.co/TUdVe68xLs
Nov. 7, 2022, 7:36 p.m.
