A Follow up on Inflation: The Disparate Effects on Company Values!
Musings on Markets
MAY 20, 2022
Inflation and Value When in doubt about how any action or information plays out in value, I find it useful to go back to value basics, and trace out the effects of that action/information on value drivers. On the risk front, you would like the company to have a l arge and stable earnings stream and a light debt load.
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