ACN Deep Dive: AI Isn’t Killing Consulting, It’s Reinventing It скачать в хорошем качестве

ACN Deep Dive: AI Isn’t Killing Consulting, It’s Reinventing It

How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter (http://eepurl.com/hH63YH) for more on dividend growth investing. Dividend investing isn’t about settling for slow growth. To grow your income, you need to own growing companies, and the real wins come when you find them at a discount. The trick is seeing past the headlines and recognizing value even in businesses the market assumes are at risk of disruption.  In this milestone 50th episode, Greg kicks things off with a Wall Street Journal investor quiz that highlights the timeless power of compounding. From there, the focus shifts to Accenture ($ACN), the world’s largest consulting firm. Despite short-term headwinds from government budget cuts and fears of AI disruption, Accenture’s strong balance sheet, growing dividend, and unique position in the consulting landscape make it a compelling candidate for long-term dividend growth investors. Greg breaks down the numbers, the risks, and the upside scenario if Accenture turns AI into an accelerant for its business model.  Topics Covered:   03:13 – The century-long compounding lesson: Coca-Cola, Nvidia, Altria, and Apple  05:15 – Berkshire Hathaway’s glitch and 60 years of outperformance  07:26 – Introducing Accenture ($ACN): A long-held but renewed idea  08:48 – Why the stock has fallen from $400 to the mid-$200s  10:39 – AI disruption fears: risk or opportunity?  11:33 – Morningstar and Value Line’s perspectives on Accenture  14:34 – Historical dividend, earnings, and revenue track record  16:25 – Margins, balance sheet strength, and net debt position  19:03 – Return on invested capital: consistent discipline over decades  20:08 – Acquisition strategy: why Accenture has succeeded where others fail  21:59 – Conservative debt issuance and bond market confidence  24:56 – Profitability metrics: margins remain steady through cycles  26:14 – Accounts receivable and customer credit strength  27:41 – Why the federal contract risk looks like a buying opportunity  28:10 – The 10-year dividend model and forward growth scenarios  30:01 – Potential upside if AI becomes a growth driver  31:45 – Valuation: PE, price-to-sales, and free cash flow yield at decade lows  32:48 – Risks: client concentration, acquisitions, regulation, and AI disruption  34:04 – Final thoughts   📩  Want your dividend portfolio reviewed? Email a list of your holdings (no dollar amounts necessary) to dcm.team@growmydollar.com (mailto:dcm.team@growmydollar.com) .   We’ll rate it from 1 to 5 and include a few helpful bullet points to show how Send a text (https://www.buzzsprout.com/twilio/tex...) Disclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is 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 (https://calendly.com/denewiler-capita...) Getting into the weeds -＞ DCM Investment Reports & Models (https://www.growmydollar.com/reports-...) Visit our website (https://www.growmydollar.com/) to learn more about our investment strategy and wealth management services. Follow us on: Instagram (  / denewilercapital  ) | Facebook (  / denewilercapital  ) | LinkedIn (  / denewiler-capital-management  ) | X (  / growmydollar  )