Dividend Talk

Dividend Talk
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Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to maximize your investments. Tune in to learn and grow with us.

  1. 6 DAYS AGO

    EPS 281 | Dividend Earnings Season is still on fire | UNH, MO, SAP and LVMH

    Earnings season is in full swing, and this week on Dividend Talk it’s all about what recent earnings and dividend announcements really mean for long-term dividend investing. The conversation covers major earnings from companies likeMicrosoft, SAP, LVMH, Apple, Texas Instruments, Visa, Starbucks, UnitedHealth, and Altria, alongside a wave of European dividend increases from ASML, Deutsche Bank, Sanofi, ABB, KPN, and others. We break down what’s driving big price drops, where valuation expectations may have run ahead of reality, and how dividend growth investors should think about volatility during earnings season. 🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/ Stay Updated: Twitter - ⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠ Join ourFacebook Community - ⁠⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠⁠ Join our Discord group - https://discord.gg/nJyt9KWAB5 Disclaimer: Educational content only. Not financial advice.

    1h 18m

  2. 24 JAN

    EPS 280 |Dividend Earnings Season Begins: Johnson & Johnson, Fastenal & Investor AB

    In this episode of Dividend Talk, we break down fresh warnings, dividend hikes, and the big stories in EuropeDividend growth investors need to understand right now. We start with the first earnings of the season, led by Johnson & Johnson, and dig into what its latest results tell us about dividend reliability, pipeline strength, and long-term growth. From there, we cover Fastenal and a mini dive into why its business model may be far more durable than “nuts and bolts” suggests, plus a closer look at the Swedish powerhouse Investor AB and its long-term compounding track record. Along the way, we also discuss: Recent dividend hikes from Essity, Tryg, Investor AB, L3Harris, and Valero EnergyWhether Europe’s proposed wealth and unrealised gains taxes threaten long-term compoundingWhat Davos, Ray Dalio, gold, and shifting globalpower structures mean for dividend investorsThe role of gold, Bitcoin, and defensive assets in adividend-focused portfolioETF-based global dividend strategies vs.individual stock selectionHow we personally size positions and manageportfolio riskWhether owning highly profitable dividend payersraises ethical questionsListener Q&A on SaaS stocks, Evolution AB,airports, and portfolio construction🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples)https://dividendtalk.eu/download-your-free-samples/ Stay Updated: Twitter - ⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠Twitter - ⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠ Join ourFacebook Community - ⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠ Join our Discord group - https://discord.gg/nJyt9KWAB5 Disclaimer: Educational content only. Not financial advice.

    1h 7m

  3. 18 JAN

    EPS279 | Dividend Investing for Kids: How to Spark Financial Curiosity

    How do you get kids interested in money, saving, and investing without boring them? In this episode of the Dividend Talk Podcast, we discuss how parents and long-term investors can teach kids about finances, investing, and the value of money in a practical, relatable way. We share real experiences on saving habits, stock gifting, compound interest, ETFs, avoiding debt traps, and making investing relevant to kids’ everyday lives. We also cover recent dividend news, portfolio questions, and listener Q&A. Topics include: • Teaching kids about investing and money• Compound interest explained simply• Saving vs spending habits• Stock gifting and ETFs• Debt, loans, and financial discipline• Dividend investing and market insights 🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/ Stay Updated: Twitter - ⁠⁠⁠@DividendTalk_⁠⁠⁠Twitter - ⁠⁠⁠@European_DGI⁠⁠⁠ Join our Facebook Community - ⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠ Join our Discord group - https://discord.gg/nJyt9KWAB5 Disclaimer: Educational content only. Not financial advice.

    45 min

  4. 10 JAN

    EPS #278 | Building Wealth Together: Our Community Portfolio Review | + Novo Nordisk News, Rio Tinto & Glencore Merger, Terry Smith's Annual Shareholder Letter,

    In this episode of the Dividend Talk podcast, we review the performance of their Community Dividend Growth Portfolio, discuss Novo Nordisk's news, the Rio Tinto & Glencore Merger, Terry Smiths Fundsmith annual shareholder letter, and much more. And as always, they answer many questions from the community. 🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/ Stay Updated: Twitter - ⁠⁠@DividendTalk_⁠⁠Twitter - ⁠⁠@European_DGI⁠⁠ Join our Facebook Community - ⁠⁠Dividend Talk Facebook Group⁠⁠ Join our Discord group - https://discord.gg/nJyt9KWAB5

    1h 24m

  5. 3 JAN

    Eps 277 | 2025 Q4 Portfolio Review & Year in Dividends

    In this episode of the Dividend Talk Podcast, we review our 2025 dividend portfolio performance, break down dividend income growth, and reflect on what worked (and what didn’t) for long-term dividend growth investors in Europe. We cover: 2025 portfolio returns & dividend income growthCurrency impact (USD vs EUR) on dividends Biggest wins, mistakes & lessons learnedDividend reinvestment & compounding in actionTax questions, spin-offs & dividend growth trackingListener Q&A on stocks like Starbucks, Alphabet, HPQ & moreWhat we’ll do differently as dividend investors in 2026Join our premium dividend newsletter for in-depth European stock deep dives, dividend safety analysis, and long-term portfolio thinking. -> Pricing - Dividend TalkConnect with other dividend investors on ⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠or ⁠⁠⁠⁠⁠⁠Discord⁠⁠ to share ideas, ask questions, and stay motivated. Subscribe & followNew episodes every week on dividend investing, portfolio strategy, and building long-term wealth with dividends. See you on the Inside!

    1h 7m

  6. 26/12/2025

    EPS 276| 2025 Year in Review & Crazy Predictions for 2026

    We wrap up 2025 with a full Dividend Talk year-in-review, reflecting on the biggest investing lessons, most discussed stocks, and the questions that mattered most to dividend growth investors. In this episode, we cover:• What worked (and didn’t) in 2025• The most talked-about stocks, including Novo Nordisk• Selling rules, position sizing, and withholding tax headaches• Dividend cuts, initiations, and flat dividends• Our bold (and fun) predictions for 2026• Listener questions, portfolio milestones, and dividend consistency This is a relaxed conversation about long-term dividend investing, staying consistent, and preparing your portfolio for the year ahead. Perfect listening for the Christmas break or as you plan your 2026 investing strategy.

    1h 3m

  7. 19/12/2025

    Eps 275 | Dividend Withholding Tax: How Much Income Are You Losing?

    In this episode of the Dividend Talk, we discuss dividend withholding tax, after-tax dividend yield, and dividend income for European investors. We explain how dividend taxes work across Europe, why tax treaties often fail in practice, and how broker choice impacts dividend compounding. Using real portfolio examples, we cover foreign dividend tax, dividend leakage, and whether reclaiming withholding tax is worth the effort for long-term dividend growth investors. Useful links: Continue the conversation with our community at ⁠⁠⁠⁠Facebook ⁠⁠⁠or ⁠⁠⁠⁠⁠Discord⁠⁠⁠⁠20 Deep Dives a Year &Library of 150 EU & US Dividend stocks at ⁠⁠⁠https://www.dividendtalk.eu

    1h 10m

  8. 13/12/2025

    EPS 274 | Small & Mid Cap Investing with Heavy Moat Investments

    In this episode of Dividend Talk, we’re joined by Niklas from Heavy Moat Investments for a deep dive into European small- and mid-cap investing, moats, portfolio concentration, and how to think about quality businesses when valuations get stretched. We kick things off with a packed dividend roundup, covering recent dividend hikes from Broadcom, Mastercard, Abbott Labs, Eli Lilly, WD-40, Zoetis, and more, with a strong focus on why healthcare has been so active lately. We also discuss Pfizer keeping its dividend flat, and what that signals for big pharma investors. From there, we look at one of the biggest European investing stories of the week: Aegon moving its headquarters to the US. We break down what this means for European capital markets, valuation multiples, and whether companies leaving Europe is a symptom of deeper structural issues. The core of the episode is our conversation with Niklas, where we explore: What a “moat” really means — and why moats are not static How he evaluates small and mid-cap European companies Why insider ownership matters more than market cap His approach to portfolio concentration vs diversification How he uses hurdle rates, expected IRR, and quality scoring When and why he decides to sell a stock We also discuss several real-world examples, including: InPost and the rise of parcel locker networks across Europe EVS Broadcast, a Belgian hidden champion in live sports technology Mensch und Maschine, Autodesk reselling, proprietary software, and dividend sustainability Edenred, regulation risk, shareholder yield, and why pessimism may be overdone Eurofins Scientific as a long-term compounder with strong capital allocation To wrap up, we answer listener questions on: Story vs fundamentals The biggest financial red flags to watch for AI in investing and portfolio analysis The “right” number of stocks in a portfolio Small-cap investing in Europe vs the US As always, this episode is for entertainment purposes only and should not be considered financial advice. Useful links: Continue the conversation with our community at ⁠⁠⁠⁠Facebook ⁠⁠or ⁠⁠⁠⁠Discord⁠⁠⁠20 Deep Dives a Year &Library of 150 EU & US Dividend stocks at ⁠⁠⁠https://www.dividendtalk.euHeavy Moat Investments | Substack

    1h 12m
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About

Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to maximize your investments. Tune in to learn and grow with us.

Information

  • Creator
    Dividend Talk
  • Years Active
    2021 - 2026
  • Episodes
    283
  • Rating
    Explicit
  • Copyright
    © Dividend Talk
  • Show Website
    Dividend Talk

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