Dividend Policy and Capital Allocation | Forecasting Surprises and Disasters
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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