• Are Dysfunctional Dividends Hiding In Your Portfolio?

  • Dec 21 2023
  • Length: 33 mins
  • Podcast
Are Dysfunctional Dividends Hiding In Your Portfolio?  By  cover art

Are Dysfunctional Dividends Hiding In Your Portfolio?

  • Summary

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    Do you feel confident that the dividends in your portfolio are healthy? What techniques can you use to get a clearer picture of a company's long-term dividend growth prospects?

    This month, Greg examines a simple 3 decision model from Aswath Damodaran to determine how companies create value for shareholders, and what it means for you as a dividend growth investor. He draws the line between companies that pay a healthy dividend and companies that are in a dysfunctional dividend mindset. As part of that, Greg gives you two simple models to employ when you're considering a company's dividend-paying capability. Later he takes a moment to discuss some of the wisdom of the late Charlie Munger.

    Models used in today's Episode:
    ROIC Model - (Excel download)
    Excess Cash Flow Model - (Excel download)
    DCM Investment Reports & Models - (Website)


    Happy Holidays from The Dividend Mailbox!

    Notes & Resources:

    DCM Investment Reports & Models

    If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.

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