This chapter discusses how to value companies by looking at free cash flow yields, returns on capital employed, and evaluating company fundamentals. It also explores finding stock inspiration from real-life experiences and aligning with current trends. The speakers emphasize the importance of investing in companies that you have personal experience with and understanding the impact they have on you and those around you.
In this week's episode, we have special guest De Kleine Kapitalist (DKK) with us. DKK is passionate about high-quality compounders that pay growing dividends. That's why he's joining us today to talk a bit more about Irregular Dividend Compounders.
But before we get to that, we will first discuss the news of the week which is about Ahold Delhaize ($AMS:AD). After that, we'll jump right into our main topic of the day. DKK will introduce us to the Irregular Dividend Compounders term followed by two examples and how much % of his portfolio is allocated to such stocks. After that we will answer several questions from the community and at the end we will hear more about DKK's stock pick of the week.
We hope you enjoy today's show and C U on the inside!
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Google Tickers mentioned in the show: AMS:AALB, STO:THULE, EPA:LVMH, AMS:BESI, ETR:ALV, LON:LGEN, AMS:ASRNL, AMS:ASML, EPA:OR, LIN, EPA:LVMH, LON:DGE, STO:ASSA-B, CPH:NOVO-B, AMS:WKL, EPA:EL, EPA:SU, ECL
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Follow De Kleine Kapitalist on Twitter: https://twitter.com/dekleinekapita1
Read his blog here: https://dekleinekapitalist.nl/
His article about Ecolab: https://dekleinekapitalist.nl/dividendaandeel-ecolab/
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