Episode 300. We made it 🎉 This one was recorded live on our Discord Server, and it felt exactly like it should – a little chaotic, a lot of fun, and genuinely reflective at times. We were joined by two special guests: Nelson from Canadian Dividend Investing and Luke from the Wall Street Wildlife Investing…
There’s a version of this podcast where Derek and EDGI only talk about their winners. Where every stock was bought at the right price, held with conviction, and rewarded with decades of growing income. That show doesn’t exist. Episode 299 is the other one. Titled “Dividend Talk Confessions,” this episode — recorded the week before…
May and June are peak dividend season for Europeaninvestors—we get that magical “kaching kaching” as companies distribute annual earnings after shareholder meetings. But this year, everything feels expensive. So what’s an Dividend investor to do when valuations are stretchedand the market seems to have priced in perfection? There’s a peculiar kind of anxiety that hits…
Real estate investment trusts have had a rough couple of years. Interest rates stayed higher for longer than anyone expected, share prices went sideways (or worse), and the recovery Brad Thomas promised us two years ago still hasn’t fully arrived. Realty Income (O) is still trading around sixty dollars. The ten-year treasury sits near five…
How to Stress Test Your Dividend Portfolio — And Know When to Act Every earnings season ends the same way. The dopamine rush of results fades, the noise quiets down, and suddenly you’re left with the thing you’ve been putting off: actually looking hard at your portfolio. That’s where Derek and EDGI found themselves heading…
There’s a particular kind of selloff that stops you mid-scroll. You see a company you know, one that spent years looking untouchable , down nearly 30% on earnings. That’s what happened with Zoetis (ZTS) this quarter, and it’s exactly where Derek and Edgi (EuropeanDGI) spent most of their energy in Dividend Talk Episode 295. Zoetis…
There is a specific kind of torture in watching a stock you own do absolutely nothing for five years — no capital gains, modest dividends, analysts questioning the thesis — while the rest of the market runs hot. Then, one morning after an earnings call, it gaps up 18% before you’ve finished your coffee. That’s…
Episode 196 was one of those rare ones where we went back to the beginning. Not because we’d run out of things to say — nearly 200 episodes in, that wasn’t the problem — but because we kept getting the same emails from new listeners asking the same questions. Where do I start? What do…
In April 2020, Hugo was sitting at work during a night shift, looking at boats online. He had 30,000 Norwegian kroner saved — about €2,600 — and he wanted to buy something he could take out with friends on the water. Then he thought about the loan he’d need for a bigger one. Then he…
Introduction to Dividend Talk Dividend growth investing is one of the simplest long-term strategies for building passive income. Instead of trying to predict stock prices, dividend growth investors focus on owning quality companies that can grow earnings and increase dividends year after year. Over time, that rising income stream can help reduce reliance on a…
There’s a stock that took over every dividend investing forum, Twitter thread, and group chat last year. You probably know the one — the monthly payer, the triple-net legend, the company that’s raised its dividend for 102 consecutive quarters. Realty Income hit $60, and suddenly everyone had an opinion. Most of those opinions skipped the…
If you’ve been watching the REIT sector lately, you’ll have noticed something: private equity can’t stop buying. In the space of a single week when we recorded this episode, three REITs were either acquired or approached for buyout – Whitestone REIT, SBA Communications and Unity Group. That’s not noise. That’s signal. And our guest this…
Happy Easter from the Dividend Talk Podcast! Episode 290 is our Q1 2026 portfolio review, and despite tariff noise, market volatility, and the occasional rant about copy-paste annual reports, both Derek and EDGI had a quietly impressive quarter. Market News Evolution AB & the Equity Swap Trick Billionaire Kenneth Dart has increased his stake in…
There was a moment in this week’s episode that landed quietly but hit hard. We’d just finished dissecting a flurry of M&A headlines such as Unilever in talks with Kraft Heinz, then pivoting to sell its food business to McCormick, Danone acquiring Huel, Pernod Ricard in discussions with Brown-Forman, and Edgi put it plainly: “It’s…
In the world of investing, identifying underperforming assets—often referred to as “deadwood”—is crucial for maintaining a healthy portfolio. In this blog post, we’ll explore how to spot these deadwood investments and provide actionable strategies for removing them, ensuring your portfolio remains robust and profitable. What Does “Deadwood” Mean in a Portfolio? Deadwood refers to investments…