Part 5

Impacts on Inflation and Portfolios

Inflation is a perennial portfolio threat. Equities have been consistently one of the best ways to beat it over time. Asset-intensity has to do with how a business makes its money. Is a company selling a flat-subscription for a service? Or are they selling smart-phones. How these different companies will respond to rising inflation is very different. You see companies that sell goods and use a high-asset intensity and significant investment in capital to achieve production goals will be more na...

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