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>The main question is, do you believe they can keep it up, and I for one do.

The beauty of buying back shares is that you don't need to "keep it up" as much, because you're not beholden to shareholders as much...



Why do you say they're less beholden to shareholders? Regardless of how much they buy back, shareholders still own 100% of the company.


>Why do you say they're less beholden to shareholders? Regardless of how much they buy back, shareholders still own 100% of the company.

Apple buying shares doesn't make the rest of the shareholders have 100% of the company. It makes having 100% - what_apple_bought%. They would still own 100% of the outstanding stocks, but those stocks don't represent 100% of the company's equity/ownership anymore.

The fact that the shares are destroyed (as shares) shouldn't matter, if it increases the part of ownership Apple has on itself.


Sorry, but you don't understand how stock buybacks work.

The purpose of a stock buyback is to reward shareholders by increasing stock price. The increase is caused because of the reduction in float. Each share represents more of the company after the buyback than before. [1] If that wasn't true, then the share price wouldn't increase, and there would be no reason to do a buyback.

The bought back shares could be kept by the company as treasury stock, but the company can't vote treasure stock or pay dividends. [2] The outstanding shares represent 100% ownership of the company.

So to say that stock buybacks make companies less "beholden to shareholders" compared to dividends is just wrong. Dividends and stock buybacks are exactly equivalent except for tax treatment (and possibly market pressure).

[1] https://en.wikipedia.org/wiki/Share_repurchase [2] https://en.wikipedia.org/wiki/Treasury_stock


Is that actually true? It sounds like a loophole would be possible: create a shell company that buys the shares instead so you can control the votes that belong to these shares.


Shares that are bought back by a company are destroyed. Thus, increasing the value of the remaining shares.


Shares that are bought back, buy back ownership of the company though, no?

If in a trivial example, they buy back all the shares but 1.

Would the person holding that last 1 share have suddenly 100% of Apple?


Don’t forget they can’t buy shares without someone selling them. So if they have bought so many shares back there’s only 2 left, these two people each control 50% of the company and aren’t going to sell that share (for a small amount)


>Would the person holding that last 1 share have suddenly 100% of Apple?

Yes!


I’d be interested in the mechanics of how that works. I understand buying and selling of shares, but do you just got it the exchange and tell them you want the shares destroyed or?


I shit you not somebody writes "canceled" on the paper shares and moves them to a separate holding area.


But what if they are bought by another company? That the original company controls?


That doesn’t reduce share counts.


Of course, unless the shell company is completely outside of the control of Apple. Which would then beg the question, how are you going to get money into that shell company without upsetting the shareholders.

If that shell company would be owned by Apple, it implies the outstanding shareholders would own that company, including all the shares it holds in Apple, too.


Yes, but if that shell company owns more than half the shares, the shareholders can’t decide anything because they would always be the minority.


The shareholders own the shell company. It doesn’t change a thing.




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