DLR is digital realty trust for the listeners. It's a real estate investment trust in the states that owns and operates data centers. And you know, it has the big tech as clients. You can imagine cloud is booming. Although $90 is below my fair value price. So it's now 10% margin of safety.
In this week's episode, we will share our thoughts about the dividend irrelevance theory. It's a challenge we often get as dividend growth investors from people around us, so we would like to clarify this. Hopefully once and for all!
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