
EP #159 | Macro numbers we follow & a few additional earnings
Dividend Talk
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The Impact of Inflation on Dividend Growth
Inflation for me matters because pretty much it erodes the purchasing power of all future cash flows and that could obviously affect your dividend and also your valuation. One of the things I would look for particularly with companies is can they actually pass on them costs to the consumers as we've seen in recent years. Some companies are struggling quite a bit to actually pass on those costs and then what happens they have to eat into their cash flow and sometimes actually take a debt to finance that so it would technically influence some of my investment decisionsYeah but if you're in the B2B like Microsoft it's a different level yeah total different story right? So honestly there is all that I can talk about macro
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