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How Stock Buybacks Reveal Corporate Discipline in 2026
In this episode, Lucas and Luna examine how stock buybacks have become a litmus test for corporate discipline in the mid-2026 market. With the S&P 500 at 7,501 and Apple buying back $110 billion annually, they dive into the data showing which companies use buybacks wisely and which destroy value. Using real examples like Apple, Tesla, and ExxonMobil, they break down the metrics that separate disciplined capital return from financial engineering. Lucas shares a framework for evaluating buyback quality based on payout ratios, debt levels, and insider selling. Essential listening for anyone…
The skinny
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