RE:RE:RE:RE:Capital Allocation I agree 100%. In 2022, they bought back 4M shares close to 60$ on average.. its the current price after a nice 24 months of results, market shares gain and a stronger industrial segment than before! If 2022 buybacks were made with good timing according to mgt, now is better than ever.
On the last CC, Linda said that even with the low end in capex (6%), this range support long term double digits growth.. This means strong FCF without much growth speed sacrifices I guess!