53. Robert Mullin - Upstream Downstream
Mutiny Investing Podcast
00:00
The Importance of Structure in a Portfolio
A lot of times I like companies that are destroying a clearly negative cash flow and will be perpetually. But I also like finding companies where you know, unsustainable dividend yields are being paid. And after 20 plus years of really understanding what's sustainable and what is not in the sector, when you find the unsustainable dividends, the asymmetry on the downside when dividends have been reduced or cut are fantastic.
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