This Week in Intelligent Investing

Dividend Policy and Capital Allocation | Forecasting Surprises and Disasters

October 31, 2020

In this episode, John Mihaljevic hosts a discussion of:

Dividend payout policy as part of overall capital allocation: Chris Bloomstran casts a critical eye toward the tax (in)efficiency of dividends and the decision-making process behind corporate boards' dividend policies. We discuss the utility of dividends within a capital allocation framework.

Forecasting surprises (and disasters) based on a Phil Tetlock article: Phil Ordway shares insights from a recent Phil Tetlock article and takes a look at the conditions under which forecasting can add value. We discuss the role of forecasting in equity valuation and investment decision-making processes.

Elliot Turner rejoins us in the next episode.

Enjoy the discussion!

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