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Stock-Based Compensation (SBC) is a cost for shareholder and should be treated accordingly.
Always exclude SBCs when looking at the Free Cash Flow of a company.
The best investors are very disciplined and have a clear financial plan.
The goal is to not have the longest train, but to arrive at the station first using the least fuel.
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NVR is a cannibal stock. Over the past 30 years, they bought back more than 80% (!) of their outstanding shares.
Currently, we have no position in this company. We would love to buy this company on weakness.
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I disagree with the meme on stock-based compensation. It's a common joke among value investors. Stock options are one of the best tool to attract and retain top talent and to align incentives. Coca-Cola has stock based compensation of ~2.4% of their net income, NVIDIA of about 17.5%. Now what company are you more excited about? And I took Coca-Cola just as an example, many companies that have lost their entrepreneurial spirit and growth trajectory look like that. Of course, like every tool, it should not be misused.
What is the Div Yield % of your portfolio :)?