Asml

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The only thing that I could do with a company like Philips is if the general market starts to bottom and we're starting to see a little bit of an uptick. The ASML dropped 10% almost because TSMC Taiwan semiconductor manufacturing is cutting its Capex by 10%. So they were really slaughtered this week on this news.

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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