32 min

Are Dysfunctional Dividends Hiding In Your Portfolio‪?‬ The Dividend Mailbox

    • Investing

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Do you feel confident that the dividends in your portfolio are healthy? What techniques can you use to get a clearer picture of a company's long-term dividend growth prospects?

This month, Greg examines a simple 3 decision model from Aswath Damodaran to determine how companies create value for shareholders, and what it means for you as a dividend growth investor. He draws the line between companies that pay a healthy dividend and companies that are in a dysfunctional dividend mindset. As part of that, Greg gives you two simple models to employ when you're considering a company's dividend-paying capability. Later he takes a moment to discuss some of the wisdom of the late Charlie Munger. 

Models used in today's Episode:
ROIC Model - (Excel download)
Excess Cash Flow Model - (Excel download)
DCM Investment Reports & Models - (Website)


Happy Holidays from The Dividend Mailbox!
Notes & Resources:

DCM Investment Reports & Models

If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.

Visit our website to learn more about our investment strategy and wealth management services.

Follow us on:
Instagram - Facebook - LinkedIn - Twitter

If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review

More on dividend growth investing  -> Join our market newsletter!
Check out our Union Pacific Investment Report

Do you feel confident that the dividends in your portfolio are healthy? What techniques can you use to get a clearer picture of a company's long-term dividend growth prospects?

This month, Greg examines a simple 3 decision model from Aswath Damodaran to determine how companies create value for shareholders, and what it means for you as a dividend growth investor. He draws the line between companies that pay a healthy dividend and companies that are in a dysfunctional dividend mindset. As part of that, Greg gives you two simple models to employ when you're considering a company's dividend-paying capability. Later he takes a moment to discuss some of the wisdom of the late Charlie Munger. 

Models used in today's Episode:
ROIC Model - (Excel download)
Excess Cash Flow Model - (Excel download)
DCM Investment Reports & Models - (Website)


Happy Holidays from The Dividend Mailbox!
Notes & Resources:

DCM Investment Reports & Models

If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.

Visit our website to learn more about our investment strategy and wealth management services.

Follow us on:
Instagram - Facebook - LinkedIn - Twitter

If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review

32 min