Dividend Talk is a weekly podcast where two europeans discuss Dividend Growth Investing and related news about the stock market from within our community.
Episode 40 is another Jam Packed Episode with news on some of our favorite companies such as Danone and Nike. Our main topic addresses investor sentiment regarding rising interest rates. And finally, we answer questions from the Community.
For the main topic, both hosts discuss their purchases and sales over the last 3 months, who the top performers are, and also how far to financial freedom they are.
El podcast (especialmente esta segunda parte) me ha parecido una “joyita”. Posiblemente no se explique nada que no sepamos ya a estas alturas pero este pollo (“Ian”) es un gran comunicador. Aunque se enrolla como una persiana en cada respuesta es admirable la forma que tiene de refrescarnos los conceptos más fundamentales de la estrategia DGI basándose en su propia experiencia vital. Altamente recomendable.
p.s. en su opiniĂłn Viatris es un chollo ahora mismo
en un video de Chuck Carnevale, este tambien considerabab que Viatris estaba “tirado” de precio… Lo que no me queda claro es si serĂa una estrategia de comprar y acumular o comprar esperando que vuelva a su valor mientras cobras dividendos y una vez en precio vender con plusvalias.
In this episode, we chat with the wolf of Harcourt street.
Wohs is an Irish resident but has a different approach to investing from EMF.
Muy interesante el podcast de este fin de semana con un invitado que ha abandonado temporalmente el DGI para centrarse en el value y el growth (por motivos principalmente fiscales)
We start a little off-topic as we both discuss Eurovision and why it’s our guilty pleasure.
We discuss ABBV who have been in the news in the US before rounding up the news of the weeks with a look at CSCO earnings.
Main topic:
We both give our take on AT&T spinning off its WarnerMedia segment. Is it a good deal and which one of us is holding and which one is selling?