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
In today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts.
Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions.
Enjoy the pod and C U on the inside!