What's on Jamie Dimon's Mind?
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 21 May 2024
⏱️ 32 minutes
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| 0:00.0 | We've got a recap of the Jamie Diamond show and a look at Red Lobster. |
| 0:09.4 | You're listening. |
| 0:10.4 | It's Motley full money. I'm Ricky. |
| 0:13.0 | I'm Ricky Mallvie. |
| 0:17.0 | I'm Ricky Mall v. |
| 0:21.0 | I'm Ricky Mallvie joined today by Bill Mann Bill man Bill good to see you. |
| 0:24.3 | Hey Ricky how you doing brother? I'm doing pretty well I spent I spent this morning watching |
| 0:29.6 | the J.P. Morgan investor conference which is basically four hours of presentations and then one hour of |
| 0:36.2 | Jamie Diamond at a podium with his energy. I guess my first question is, you know, just to be fair, |
| 0:41.9 | what are your top 15 |
| 0:43.2 | takeaways from the first four hours of J.P. Morgan's investor. |
| 0:47.6 | Number one through 14 were basically that I was excited to get to the Jamie Diamond hour. |
| 0:54.0 | There you go. |
| 0:55.0 | And number 15 was that their business is in pretty good shape. |
| 0:58.0 | There's some stories there including some takes to bounce off of you. |
| 1:02.0 | But the first sort of the |
| 1:04.0 | first section that really needled him was about stock buybacks. The analysts |
| 1:08.8 | there really wanted to know about what Jamie Diamond was doing about stock buybacks. |
| 1:15.0 | Why are they so curious about this bill? |
| 1:17.0 | Well, it's funny because stock buybacks are really thought to be a very efficient way |
| 1:22.4 | to return cash to existing shareholders. |
| 1:25.0 | And in the form of, you know, there's not much in the way of tax and every share of stock |
... |
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