Office Hours Recap 11/04/2022

November 7, 2022 | Harper Hunt | No Comments |

Office Hours is an hour long Zoom call we have on Friday’s from 2-3pm ET. The event is exclusive to Epsilon Theory members and is a great way to hear Ben’s thoughts on markets, politics, and current events. Every Monday I post a brief recap of the previous OH. This is not a transcription of the call and doesn’t cover everything. But it does outline the main conversations we had.

Before this was posted on the ET Forum, but we’re moving it to the front page so more people can see the recap and understand the opportunities of Office Hours.

These are the major topics and ideas we discussed during the 11/04/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.

Epsilon Connect:

Soon we’ll start early access sign ups for our in person Epsilon Connect event. If you’re interested in attending, you’ll be asked to indicate your interest and which session you’d prefer. This will help us plan the event and help you guarantee your spot. The first session will be May 31-June 2 and the second session will be June 3-5. A perfect time to visit Nashville.

Stock Buybacks:

This was the primary focus of the call. Ben has some deep feelings about these buybacks and is looking to write a note about them. So Office Hours was a chance to test out some ideas and see what sticks. And it worked! We went well overtime on the call having a discussion about how to frame the note and if Ben’s ire is really directed at buybacks. Keep an eye out for this new note, it’s going to be great.

Capacity:

We once again hit capacity for the Zoom meeting and not everyone was able to join. As a reminder, our capacity is for 100 people to join the meeting. So make sure to log on as early as possible! I usually open the Zoom call around 5 minutes before the actual start time. This is where we all chat for a bit before Ben comes on and starts the conversation. I admit people into the meeting on a rolling basis, but it is first come first served.

We’d love to hear your thoughts on these ideas and hope that you’ll join us next time. If you haven’t already, sign up to access the Forum and Office Hours.

To learn more about Epsilon Theory and be notified when we release new content sign up here. You’ll receive an email every week and your information will never be shared with anyone else.

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