Agrippa Investments
Hyper-Growth Stock Research
Slide Insurance looks too cheap at 4.4 times trailing earnings for a company growing 48% a year with 35% net margins and virtually no debt. Strong cash flow funds heavy buybacks, over 10% of shares in the past year, plus a new first dividend. Even if net income stays flat, buybacks at about 4 times earnings would sharply reduce the float and support the price. x.com x.comÂ
Toast's revenue growth and profitability should eventually lift its shares, but stock compensation has diluted shareholders despite those gains. Revenue has grown 250% since the IPO; shares outstanding rose from 502.5 million to 578 million, or 15%, with an estimated $2.4-3 billion in stock compensation. Management needs to deliver a 30% net profit margin ASAP to prove it can turn revenue growth into earnings for shareholders. Buybacks are now reducing the share count, which should help a lot. … Show more
Booking Holdings' buybacks keep increasing each shareholder's ownership share every quarter without any additional purchases. x.comÂ
Micron's path to buying back about half of its shares by 2029 is extremely bullish. Per UBS, cited by @techfund1, free cash flow of about $155B, $225B and $205B for 2027-2029 lays a path to repurchasing about 30% of the company over two years and potentially about half through 2029. UBS expects the market to reward Micron with a much higher P/E as gross margins likely hold above 65-70% through the cycle. Wall Street price targets should now reflect much higher P/Es. x.com x.comÂ
Visa is one of the corporate "cannibals" aggressively buying back its own stock, and a shrinking share count is one of the most underrated drivers of long-term outperformance. x.comÂ
Adobe is not the SaaS stock to buy, even though SaaS stocks should see a revival, because more exciting second-tier names with similar buyback programs are on sale. Adobe's new $25B buyback, enough to retire about 25% of its shares at the current price, shows high confidence in its resilience rather than cash flows imploding from AI disruption. x.com x.comÂ
SaaS buybacks are now big enough to shrink share counts, not just offset stock-based compensation, a structural change the market is missing. Per Needham, 10 covered SaaS companies have buybacks over 10% of market cap, and ten more, including monday.com, Zoom, Freshworks and Similarweb, hold net cash above 20% of market cap. DocuSign's buyback alone should lift 2026 FCF per share about 8%. FCF per share is what compounds, and when sentiment turns, multiples expand on a smaller float. x.comÂ
CF Industries is a buyback monster trading at about 7x this year's earnings. x.comÂ
NVIDIA keeps growing faster even as the market expects its growth to stop soon. Revenue rose 106% and net income 126%, its fourth consecutive quarter of acceleration, unprecedented for a company of its size. It also returned $26 billion to shareholders in the quarter while making strategic investments. x.com x.com x.comÂ
Mastercard, AutoZone, Booking, Apple, Caterpillar, ADP and Fair Isaac are buyback machines, among the best stocks to own, because each has consistently reduced its share count. That raises each shareholder's ownership stake every quarter without lifting a finger. x.com x.com x.com x.com x.com x.com x.comÂ
