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by aslkdjaslkdj1 2860 days ago
>lol...maximizing shareholder value is a cause of sagging productivity?

Here's the longer paper the author wrote a couple years ago that explains his reasoning. You may disagree with his argument, but to dismiss it outright as having no merit says more about you than it does about the author or the NYT.

https://www.brookings.edu/wp-content/uploads/2016/06/lazonic...

>Once the problems of strategic control have been addressed, the process of taking back the corporation can turn to the critical role of organizational integration. Productivity in an advanced economy depends on the extent to which members of the labor force have the opportunity to engage in collective and cumulative learning over the course of careers that may span 40 years or more. Under the Old Economy business model, major corporations supported this social condition through the norm of a career with one company, albeit almost exclusively for white males. It is unrealistic to assume that in a world of open-systems technologies and intense global competition the norm of a career with one company could, or should, be restored. That does not, however, lessen the need for collective and cumulative careers as the employment foundation of a highly productive economy. It is reasonable to believe that in the provision of lifelong learning through on-the-job experience, government agencies and civil society organizations, including universities, will have to continue to play important, and perhaps even growing, roles. The business corporation, however, will have to anchor a national system of career employment through a retain-and-reinvest resource-allocation regime. Jettison the downsize-and-distribute ideology of MSV, and U.S. business corporations can focus on becoming learning organizations once again.

>If hundreds of billions of dollars annually stop flowing out of the nation’s major corporations to do buybacks, then vast amounts of resources will become available to provide the financial commitment that innovation requires.84 Ban buybacks, and companies will be able to use these funds not only, or even primarily, to finance capital expenditures but more importantly to attract, train, retain, and motivate their career employees. In high-tech companies a significant proportion of these employees will be engaged in R&D, but the innovative enterprise needs experienced and motivated employees in a range of other functions as well. And some of the funds made available by a buyback ban can flow to the government as tax revenues to enable it to invest in physical infrastructure and human knowledge that can underpin the next generation of innovation.

3 comments

> taking back the corporation

You mean like, giving the value created by the corporation back to those to whom its original assets belonged before its success, as a reward for prudent thinking? That sounds it will incentivize valuable investments! Does he have a proposed mechanism? /s

> Productivity in an advanced economy depends on the extent to which members of the labor force have the opportunity to engage in collective and cumulative learning over the course of careers that may span 40 years or more [and this is decreasingly the case].

An important trend to consider, but the causes are totally orthogonal to buybacks/dividends. Technology is moving faster, and skills emerge and obsolesce in different ways than in the halcyon Old Economy.

> It is unrealistic to assume that in a world of open-systems technologies and intense global competition the norm of a career with one company could, or should, be restored.

Hey, he said a correct sentence! Good job!

> And some of the funds made available by a buyback ban can flow to the government as tax revenues to enable it to invest in physical infrastructure and human knowledge that can underpin the next generation of innovation.

Ooh, ooh, here's an idea...let's pass the money back to the investors who will pass it on not to a company that's saying "we don't know what to do with this much money", but rather one that says something promising like, oh I don't know, "we're gonna invest in physical infrastructure and human knowledge that can underpin the next generation of innovation". (And let's tax some agreed-upon amount of economic activity and use it to fund things that are genuinely better undertaken by a government)

> Here's the longer paper the author wrote a couple years ago that explains his reasoning. You may disagree with his argument, but to dismiss it outright as having no merit says more about you than it does about the author or the NYT.

I criticized him for not making an argument in the article. He didn't, nor did he link to this paper.

But sure, let's address this argument:

> >If hundreds of billions of dollars annually stop flowing out of the nation’s major corporations to do buybacks, then vast amounts of resources will become available to provide the financial commitment that innovation requires.84 Ban buybacks, and companies will be able to use these funds not only, or even primarily, to finance capital expenditures but more importantly to attract, train, retain, and motivate their career employees. In high-tech companies a significant proportion of these employees will be engaged in R&D, but the innovative enterprise needs experienced and motivated employees in a range of other functions as well. And some of the funds made available by a buyback ban can flow to the government as tax revenues to enable it to invest in physical infrastructure and human knowledge that can underpin the next generation of innovation.

If the problem with buybacks is that they return capital to shareholders then you're going to have to do a lot more than ban buybacks to stop it. If you want to argue against buybacks, you need to argue that they are worse than other methods of returning cash to shareholders. Arguments that they are bad because they return capital to the people who invested the capital are arguments against capitalism itself. And by all means, if you want to make an argument against capitalism, go for it. But don't pretend it's got something to do with buybacks.

>I criticized him for not making an argument in the article. He didn't, nor did he link to this paper.

But he did make that argument in the article. It's a short-oped so he didn't make it in the same amount of detail, but it is in the article. Did you read the entire article?

>A company’s profits are, however, the financial foundation for investments in productive capabilities, first and foremost in employees. Investment in training and retaining employees is the key to productivity growth and innovation, for individual companies and for the economy.

I'm not saying the argument is right or not. I'm saying your outright dismissal of the entire premise as garbage and a meme not worth considering is wrong.

> But he did make that argument in the article

No, he actually didn't. He did not articulate the idea that buybacks cause an increase in overall shareholder remuneration. You read that into what he said, but he didn't actually say it.

> I'm not saying the argument is right or not. I'm saying your outright dismissal of the entire premise as garbage and a meme not worth considering is wrong.

I stand by it. The argument is terrible and financially illiterate, even if you grant him the implied argument you make for him.

The line I quoted was from the article. It's a summary of the argument from the much longer paper. It's not an implied argument. I repeat the quote from the article below.

>A company’s profits are, however, the financial foundation for investments in productive capabilities, first and foremost in employees. Investment in training and retaining employees is the key to productivity growth and innovation, for individual companies and for the economy.

That quote is just an explanation of what you can do with profits. It doesn't say anything about buybacks diminishing investment in R&D. Secondly, net income and profit are not the same thing. If a company is allocating more profit to buybacks, that doesn't funge against R&D or employee salaries. It funges against dividends and retained earnings.
>If you want to argue against buybacks, you need to argue that they are worse than other methods of returning cash to shareholders.

He does make that argument. He argues that buybacks incentives cause a higher % of net income to be spent on buybacks than dividends.

>We found that from 1981 to 1983, these companies spent 4.3 percent of profits on buybacks. In comparison, from 2014 to 2016, these same companies spent 59 percent of their profits buying back their own stock. Dividends absorbed just under half of profits in both periods.

Profit is not necessarily the same thing as net income. Net income is Revenue minus Cost of Goods Sold. Overall profit includes capex. If you use the 'net income' definition, then yes, he makes that point.
You are thinking of gross income. Net income includes depreciation for assets acquired under capital expenses.
You're right. Gross income is the correct measure. Then his paper uses the wrong measure too.
Ban buybacks and companies would just issue higher dividends instead. Money is fungible, and buybacks and dividends are more or less equivalent mechanisms for companies to return free cash to shareholders.
One of his arguments is that corporations spend a larger % of their net income on buybacks due to exec compensation incentives and many companies do both dividends (which tends to be continuous and a shock to the stock price when removed) and buybacks which are more isolated events.
Using his own data, which by the way, makes no attempt to control for other factors, that change is from 79% to 84% devoted to shareholder returns. That is hardly a 'save the economy' level of change, even if you grant the incredibly dubious connection.