Dividends Up. Buybacks Up. Our Returns? Also Up.
Earnings updates for two portfolio companies
đŸ‘‹ Howdy Partner,
Two of our portfolio companies just reported earnings.
One is up 5% since we bought it. The other? Up 10%.
That’s great. But here’s what really matters:
Both companies just raised their dividends. Both authorized share buybacks.
That’s money coming straight back to us - exactly what we want to see.
Let’s break down the numbers.