In this weeks episode we talk about the healthcare sector.   

Problem solving is the best business, in every sector. And yes, that means a lot of profits should be made. It is not a conflict of interest; it is the purest incentive. Companies that stand the test of time reward stakeholders, by reinvesting capital better than others. They increase their advantages for the right reason – to go solve more problems. Only after that, are the best operators able to share excess free cash as a dividend. Dividends don’t lie, aren’t an accounting trick, and are not anybody’s opinion of what should happen next. A dividend can only be paid from what is happening. And there's a lot of good happening. Enjoy! 

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