To me average future management capital allocation decisions and reversion to the mean seem to be the norm even if a business has been great for a few years. Does a dividend payout ratio <30% if re-invested in alternative undervalued quality equalities a worthwhile hedge overall in the longterm?
Hey, Verisk and Xero are at 10 times sales. not sure about that at all.
To me average future management capital allocation decisions and reversion to the mean seem to be the norm even if a business has been great for a few years. Does a dividend payout ratio <30% if re-invested in alternative undervalued quality equalities a worthwhile hedge overall in the longterm?