Gustavo Ballvé on March 19th, 2012
Banks, Corporate Strategy, Food for thought, Home, Industries, Investment Themes, Media, Mental models, Portfolio Management, Tech

Wells Fargo is now the US’ largest bank by market value and Apple will pay a huge dividend and repurchase shares. Microsoft and perhaps even Google can now be called “boring”, stable companies.

Just a reminder of how limited our forecasting and modelling “mindsets” usually are. Also a reminder for keeping our minds open for positive surprises. On the subject of dividends and share repurchases, we’ve posted about Apple’s capital allocation “options” here.

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