Inflation’s One-Two Punch | EP129 - a podcast by Mawer Investment Management Ltd.

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

Further episodes of Art of Boring

Further podcasts by Mawer Investment Management Ltd.

Website of Mawer Investment Management Ltd.