In this week’s episode of Dividend Talk, we kick off with our Q2 performance review , looking at how our dividend portfolios fared, what we bought, sold, and learned over the past quarter. We also dive into three big names making headlines: Wolters Kluwer’s sharp share price drop and the fear of AI disruption,…
Every month, thousands of European dividend investors receive a notification from their broker. Dividend received. And most of them feel vaguely good about it and move on. What they don’t realise is that they’re only looking at half the picture. The other half — sometimes 15%, sometimes 35% — has already been taken at source…
In this special episode of Dividend Talk, we sit down with Krzysztof and Luke from the Wall Street Wildlife podcast for an open, engaging, and often hilarious discussion about theirinvesting journey, philosophy, and how growth and dividend investing can overlap more than you think. We dive into Mentioned Stocks (Yahoo tickers): Nvidia (NVDA) , Intuitive Surgical…
In this episode, we’re joined by René Sellmann, teacher, investor, and co-host of the No More Investing Secrets podcast. We dive deep into his philosophy of quality investing, the role of capital allocation, and why he’s not afraid to underperform the market in the short term if it means staying true to his process. Topics…
In this episode, we’re joined again by Eloy, long-time friend of the show and co-founder of Cartas del Dividendo. We reflect on his journey as a dividend investor, the power of compounding, and why he remains hands-off with his portfolio these days. Topics we covered: ? Hershey’s (HSY) new CEO and why Eloy still loves…
It’s summertime, and Derek is enjoying his well-deserved BaCo’s and Guinness somewhere on a beach in Southern Europe. That’s why today’s episode is a special summer slow-down edition, where we revisit some of the best moments from the amazing guests we’ve had on the show so far. You’ll hear insights from these legends on topics…
Welcome back to Dividend Talk – the go-to podcast for European investors passionate about dividend growth! In this episode, we dove into two hot topics that had us both thinking and laughing in equal measure. ? In the News: Geopolitics and Oil StocksWe kicked off with a look at the recent tension between Iran and…
In this episode of the Dividend Talk Podcast, we celebrate our 250th episode by reflecting on our journey and the growth of our dividend investing strategies. We discuss the implications of recent U.S. legislation on European investors, the importance of dividend hikes, and the balance between starting yields and growth rates in investments. The conversation…
This week on Dividend Talk, Derek is joined by fellow Dutch investor DazZMikey as European DGI enjoys a well-earned holiday. Together, we go on a unique “Stock Safari,” exploring dividend gems far from our usual American and Western European terrain. Along the way, they reflect on macro news, dividend hikes and cuts, and how to…
In this episode of the Dividend Talk Podcast, we dive into three asset-light businesses with growing dividends. I share my thoughts on what makes asset-light companies so appealing, focusing on Visa, Wolters Kluwer, and RELX. We explore the benefits of this model—like scalability and higher profit margins—while also acknowledging the potential risks and how markets…
This week’s episode packed in quite a bit—from portfolio reflections and CEO exits to strong results from two European heavyweights. Derek and European DGI kicked things off with a laugh about the weather, but things quickly turned serious as they tackled the dramatic drop in UnitedHealth Group (UNH). We also got some standout earnings updates…
This week’s episode had it all—succession news from Omaha, juicy dividend hikes, earnings talk, and our regular portfolio check-in. Derek and European DGI sat down to chat about the big names making waves, including Apple, Novo Nordisk, and ADM, plus some thoughtful listener questions on topics like Japanese stocks, football clubs, and portfolio moats. Here’s…
In this episode of Dividend Talk, we sat down with Ned Flanders (@Nedflanders290) , a well-known and respected dividend investor based in Germany.We briefly discussed recent earnings on Shell (SHEL), Evolution AB (EVO), before discussing Neds dividend journey Tickers mentioned Shell, EVO,RTX, GD , TDIV ,SSD AVGO, MUV2.DE, CVX, XOM, LEI, see you on the…
In this episode, we discussed first-quarter earnings and analysed several companies, including Google (GOOGL), Unilever (UL), Texas Instruments (TXN), ASML (ASML), SAP (SAP), and PepsiCo (PEP). We also reviewed our podcast’s success, analysed the H4ZA ETF, and talked about portfolio management, valuation methods, and more listener questions. see you on the inside! ? Want a…
We had a cracking episode this week, and not just because it’s Easter! In episode 243, the Dividend Talk crew was joined by Nathan from Dividend Watch for a great chat about those tempting but risky high-yield stocks—also known as dividend traps. The conversation covered everything from portfolio cleanups and personal investing stories to data-backed…