Dividend Talk

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 we covered: - What makes a business “high quality” — and why it matters more than ever - Evolution AB’s earnings — growth, regulation, and dividend safety - Why René believes most investors should simplify their mental models - Should companies cut dividends to boost buybacks? A spicy take - Psychology, patience, and performance — how to think long-term - Listener questions on REITs, ETFs, valuation, and when to sell Mentioned Stocks (Yahoo tickers): Evolution AB (EVO.ST)Interactive Brokers (IBKR)LVMH (MC.PA)Edenred (EDEN.PA)Visa (V)Microsoft (MSFT)Apple (AAPL)Capri Holdings (CPRI)Bayer (BAYN.DE)Unilever (ULVR.L / UL)Deutsche Pfandbriefbank (PBB.DE)IBKRViola (VIE) Links Mentioned - Rene | Substack [https://substack.com/@renesellmann]Quality Investing with René Sellmann | Rene | Substack [https://www.compoundwithrene.com/] P.S. Not a premium subscriber yet? Join us now at ⁠www.dividendtalk.eu⁠ [https://www.dividentalk.eu]. You’ll get access to 20 deep dives per year, 100+ dividend stock cards, our private Discord group, and our course on the three financial statements. See you on the inside!

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 the stock ☕ Starbucks (SBUX) in China - is the bull thesis breaking? 📈 The art of not selling, inspired by Chris Cerrone's legendary essay 🇪🇸 Three high-quality Spanish dividend stocks in Eloy's portfolio 💬 Listener questions, including why we sell, what to do after dividend cuts, and tax considerations after reaching FIRE Mentioned Stocks (Yahoo tickers): * Hershey (HSY) * Starbucks (SBUX) * Wendy’s (WEN) * McDonald’s (MCD) * PepsiCo (PEP) * Procter & Gamble (PG) * Ferrero (unlisted) * Kellogg/Kellanova (K) * Mars (unlisted) * Games Workshop (GAW.L) * General Mills (GIS) * Target (TGT) * Walmart (WMT) * Costco (COST) * Unilever (ULVR.L / UL) * Diageo (DGE.L) * Kenview (KVUE) * Union Pacific (UNP) * Mondelez (MDLZ) * Reckitt (RKT.L) * Halma (HLMA.L) * Microsoft (MSFT) * Apple (AAPL) * Philip Morris (PM) * British American Tobacco (BATS.L / BTI) * ExxonMobil (XOM) * AbbVie (ABBV) * Johnson & Johnson (JNJ) * Shell (SHEL.L / SHEL) * Medtronic (MDT) * Southern Company (SO) * Verizon (VZ) * 3M (MMM) * Aegon (AGN.AS) * NN Group (NN.AS) * Mapfre (MAP.MC) * Iberdrola (IBE.MC) * Inditex (ITX.MC) * Viscofan (VIS.MC) * Vidrala (VID.MC) Enjoy the episode - and don’t forget to let your winners run! 💸 🔗 Links mentioned: * 🧠 Chris Cerrone's article: "The Art of (Not) Selling" [https://drive.google.com/file/d/1qNodA6pWux844gUWpfjfvqxnsHZRCsrI/view?usp=sharing] * 🐦 Follow Eloy on Twitter: @EloySnowball [https://x.com/EloySnowball] * 📈 Discover our premium service: Dividend Talk Premium [https://www.dividendtalk.eu] #DividendInvesting #StockMarket #DividendGrowth #InvestingWisdom #Hershey #Starbucks #SpanishStocks #Compounding #InvestingStrategy #FinancialIndependence #LongTermInvesting #StockAnalysis

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 like dividend safety, when to sell, what real conviction looks like, how to keep valuation simple, and whether REITs can truly be a lifelong investment. Enjoy the episode, and we wish you a wonderful summer holiday! P.S. Not a premium subscriber yet? Join us now at www.dividendtalk.eu [https://www.dividentalk.eu]. You’ll get access to 20 deep dives per year, 100+ dividend stock cards, our private Discord group, and our course on the three financial statements. See you on the inside!

In this episode of the Dividend Talk Podcast, we celebrate six years of the show, reflecting on memorable moments and discussing the current state of major companies like IBM, Intel, and AT&T. We analyse the implications of recent corporate strategies, including Warner Bros. Discovery's demerger and Unilever's acquisition of Dr. Squatch. The conversation shifts to the importance of conviction in investing, recent news affecting the market, and the future of dividend growth investing in 2025. We share insights on market volatility, the power of dividend growth, and lessons learned over the past two years, while also addressing listener questions about the future of investing and the role of AI in business. 📩 Want to see what our premium newsletter is like? Grab a free sample of our in-depth stock research here: https://dividendtalk.eu/download-your-free-samples/ [https://dividendtalk.eu/download-your-free-samples/] 🔔 Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode! 💬 Got questions? Drop them in the comments—we’ll cover them in future episodes! 🐦 Twitter - @DividendTalk_ | @European_DGI

In this episode of the Dividend Talk Podcast, we discuss our personal experiences and mistakes in dividend investing. We reflect on current market events, particularly in the oil sector, and share insights on our investment strategies. The conversation covers various themes, including the importance of recognizing when to sell stocks, the pitfalls of high portfolio turnover, and the challenges of trusting management. We emphasize learning from past mistakes to improve future investment decisions. 🔔 Don’t forget to subscribe for more content on dividend stocks, passive income, and long-term investing.Chapters00:00 Introduction and Personal Updates03:06 Current Events and Market Analysis11:41 Reflecting on Dividend Investing Mistakes12:19 Mistakes in Holding Stocks Too Long16:20 Learning from Selling Stocks Too Early22:31 Turnover and Portfolio Management23:00 Value Traps and Company Fundamentals30:15 Management Trust and Execution Challenges32:00 Trusting Management: A Double-Edged Sword35:09 The Learning Curve of Options Trading38:01 Community Insights: Learning from Mistakes38:57 Investment Strategies: Balancing Growth and Income44:56 Spending vs. Saving: The Dilemma of Wealth48:48 Navigating Taxes: Estate Planning and Investments56:12 Evaluating Stocks: Insights on UNH and Others01:00:57 Market Trends: The State of the Alcohol IndustryWant some European dividend aristocrats - https://europeandgi.com/dividend-growth-portfolio/30-european-dividend-stocks-the-noble-30/🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/