I think that when you look at the amount of printing we're doing today, I think the digitalization or let's say the removal of the printer will go slower now compared to what we have seen the last 10 years. So there's still a business for this. This is of course not compared to the consumption, maybe as of 10, 15 years ago, but everything was still paper. But having said that they got 42% from America, 40% from Europe and 24% from Asia. And yeah, I think it's pretty well managed company. If you hear him talking about the business, again, it shows you that they have really, really good stewardship.
We started the show by talking about $SHELL capital markets presentation. We discuss our current thoughts on the company, including recent dividend hikes and buybacks. We also ponder if we will ever sell a company like Shell from our portfolios.
Dividend Hikes covered this week are from $TGT, $CAT,$O, $EPT
For the main topic, we discuss both two companies we are currently buying. Derek is buying $VICI and $CRH, and EDGI is buying $AMS:ASR and $HPQ.
We finish, as always, by answering questions from our amazing community, where we are asked about companies such as $MMM, $KO, $CCOI, and $MFC.
Links mentioned in the show
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