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Art of Boring

Inflation's One-Two Punch | EP129

01 Mar 2023

Description

The nuanced impacts of inflation to companies' balance sheets that investors might be missing.   Highlights: How inflation can present major challenges to businesses Why investors need to look more closely at maintenance capital expenditures and depreciation expenditures—e.g., Dollar General A return to accounting basics and monitoring inventory balances—e.g., Johnson & Johnson

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