7 Comments
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SHP's avatar

Good transition to sell INMD and focus on Serial Acquirer

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Kevin's avatar

You might be right!😉 I Should have invested in EPSIL a long time ago 😀

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Damien Parker's avatar

Subject very well covered Kevin. Well done. Capital allocation is the average investors "blind spot'.

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Garhwali Jat's avatar

Brilliant article. Very useful. Yours is the only value additive substack/news letter. Am reducing following others and will soon follow only you

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Kevin's avatar

I'm humbled. Thank you very much!

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Eddy's avatar

5 things that CEO's can do with free cash flow: 1. Reinvest in the biz and grow the company. 2. Make mergers or acquisitions. 3. Pay dividends. 4. Repurchase shares (at low prices). 5. Pay down debt. The long term success of a profitable business depends on how well/skillful they do these 5 things.

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Damien Parker's avatar

There is a 6th...regrettably! Purchase private jets for the execs and arrange expensive corporate 'talk fests' in faraway exotic locations. These, and other executive excess lurks, happen more frequently than one might think. An absolute red flag!

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