Bill Ackman Asks Warren Buffett about Coca-Cola's Buybacks..

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Stock Buybacks increase the earnings per share and therefore cause the stock prices to go higher, making more money for the shareholders who invested in the stock.
🎥 Dive into the 1998 Berkshire Hathaway annual meeting with this insightful video covering Bill Ackman's critical question to Warren Buffett about Coca-Cola's stock buybacks!
💼💡 Explore the nuances of share repurchases, the enduring principles of Buffett's investment philosophy, and the impact of capital allocation decisions on long-term shareholder value.
📈 Don't miss this deep dive into timeless lessons for investors! 🌟
This publication’s content is for entertainment and educational purposes only. I am not a licensed investment professional. Nothing produced under the Lunch Investing brand should be thought of as investment advice. Do your own research. All content is subject to interpretation.
Twitter : / lunchinvesting
0:00 - Bill Ackman's Question
0:33 - Buffett's Answer
05:04 - Final Thoughts
#WarrenBuffett #BillAckman #Lunchinvesting

Опубликовано:

5 июн 2024

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Комментарии : 38

@lunchinvesting 4 месяца назад

Hey everyone, thank you for watching my video. I hope you found it informative and helpful. If you did, please give it a thumbs up and subscribe to my channel for more content like this. I really appreciate your support and feedback. Also, feel free to leave a comment below with any questions or suggestions you have. I’ll try to answer them as soon as possible. Thanks again and have a great day!

@dhavalrohilla696 4 месяца назад

Please make a video on FICO , Dev kantasaria from valley forge capital has almost 50% of the portfolio in the company ,it’s a good proxy play to banking and credit growth by offering intangible services,that creates high ROCE.

@lunchinvesting 4 месяца назад

Thank you for sharing your insights and suggesting FICO! While I appreciate your recommendation, I must admit that FICO isn't within my area of expertise. However, I do focus on covering stocks that I understand well and believe are strong investment opportunities. Make sure to subscribe to my channel to stay updated! Thank you again for your support.

@txt4r 4 месяца назад

Bill Ackman is israeli agent most of this 'investments' are scams ie deliberating bad mouthing companies to short sell and then buy back later he is a scammer

@hammerfist8763 3 месяца назад

I agree with Munger that buybacks are often done for the wrong reasons. Legitimate reasons include buying up excess outstanding shares for employee stock options. Coca-Cola is a well run company, but when I was at Pepsi, I noticed Coke was lagging behind Pepsi in efficiency of operations at the distribution level. Pepsi's logistics were better or equal to Coke's, especially in "Distribution Cost per Unit" or "Delivery Cost per Unit." Coca-Cola could have invested stock buyback money to improve in that area, with a significant long-term payoff. Quite likely it's incredible 24% profit margin for 2023 would have been closer to 30%.

@gabisammut 4 месяца назад

Great question from a great investor. Keep up the amazing videos!!

@txt4r 4 месяца назад

Bill Ackman is israeli agent most of this 'investments' are scams ie deliberating bad mouthing companies to short sell and then buy back later he is a scammer

@johnking8883 4 месяца назад

Ackman was right . Very right. The question was right before the absolute peak. Infinity and Ubiquity were the descriptions of Coke then. It was not a good idea. Not buying Gatorade was also a not so good idea. It would have been a steal to give them stock. In fact it was a very bad idea. Coke is up roughly 50% in 27 years. It turned out to not be an inelastic demand product. The EM growth slowed. Tastes changed. And unfortunately they passed on or missed many products. Management has had a very difficult time. Past was not prologue.

@michaelday8838 4 месяца назад

While you are mostly right, the Company from that price has provided adequate returns (5-6% annually - about 300% over 27 years) if you factor in reinvested dividends into your total return calculation over 27 years. If purchasers from that date continue to hold out to a 40-50 year time horizon, those returns will probably increase to average annual returns of 7-8%.

@02nupe 4 месяца назад

@@michaelday8838 so in essence Buffett was right and looking at it "Long Term".

@tbaloni 4 месяца назад

Knowing what you own and sticking with the company that you believe in is important with investing. Buffett knows and believes in his companies he wouldn’t invest in anything else and compounding his returns with buybacks or dividends hikes is all the better for holding in the next 20 years

@wallst4fun1 3 месяца назад

Ironically, Buffett never did a Berkshire buyback from 2009-2015 I’m sure he wishes he did.

@MrMattandy3 3 месяца назад

Why don’t they buy more KO shares. 400 million to 800 million shares

@NomadJoe0323 4 месяца назад

This question shows how Bill Ackman will never be Warren Buffett

@jessem4659 4 месяца назад

look at the stock price of Coca Cola in 1998. Bill was right

@NomadJoe0323 4 месяца назад

@@jessem4659 Yes at that time. But Buffett is a long term investor who values KO so much that even at 40 PE the company is still worth doing buybacks. Ackman’s question tells me he probably doesn’t evaluate companies the way Buffett does.

@Xoq123 4 месяца назад

Warren Buffett even said it himself a few years back, that it was a mistake NOT TO SELL CocaCola back then. Bill Ackman was right.

@jakelamotta7904 4 месяца назад

No value investor takes ackman seriously. Not after his little nflx play. At least I don’t consider him so. But then again I am a deep value investor. Coca cola is not interesting to me. I‘m looking for 10x within 2 years or less

@NomadJoe0323 4 месяца назад

@@Xoq123 when did Warren Buffett say he regrets owning KO?