What Does a 'Fat Pitch' Look Like?

15/03/2025 33 min Temporada 1 Episodio 45
What Does a 'Fat Pitch' Look Like?

Listen "What Does a 'Fat Pitch' Look Like?"

Episode Synopsis

More on dividend growth investing  -> Join our market newsletter!  Schedule a meeting with us ->  Financial Planning & Portfolio Management While it may be a somewhat misused paraphrase of Warren Buffett's famous baseball analogy, 'fat pitch' is a term often thrown around in investing circles. In most settings, it implies that an investment opportunity is extremely lucrative with a high probability of success—but they are rare. Beyond having the discipline to patiently wait for these opportunities, what does a 'fat pitch' actually look like?In this episode, Greg discusses the concept of 'fat pitches' by exploring the extraordinary long-term performance of Altria (formerly Philip Morris), despite numerous industry challenges and negative headlines. Through a detailed analysis of Altria's historical performance, including its high dividend yield and impressive cash flow management, he emphasizes the timeless principles of dividend growth, patient investing, and compounding. 00:00 Introduction to The Dividend Mailbox Podcast02:34 Review of Current Dividend Growth Performance and Market Observations06:13 Case Study: The Success of Philip Morris15:58 Key Takeaways from Philip Morris's Performance24:51 Lessons on Dividend Growth and Compounding32:14 Conclusion and Final Thoughts Send us a textDisclaimer: This discussion is for educational purposes only and not investment advice. If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review RESOURCES: Schedule a meeting with us -> Financial Planning & Portfolio Management Getting into the weeds -> DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on:Instagram | Facebook | LinkedIn | X