Dividend Talk

EP #159 | Macro numbers we follow & a few additional earnings

Aug 12, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
Ahol Telhazy's Earnings
01:36 • 4min
3
The Good News About the Interim Dividend
06:00 • 3min
4
Paladir: A Slow Growth Stock
08:55 • 3min
5
Siemens' Quarter Tree Earnings
12:23 • 2min
6
The Rise of Fear-Mongering on Twitter
14:37 • 3min
7
Turning Off the Noise
17:14 • 5min
8
The Importance of Valuation in Investing
22:01 • 2min
9
The Future of the Stock Market
23:51 • 4min
10
How GDP Affects Dividend Growth Investors
28:15 • 2min
11
The Importance of Inflation
29:56 • 2min
12
The Impact of Inflation on Dividend Growth
31:35 • 2min
13
Dividend Reinvestment for Foreign Investors
33:58 • 2min
14
How to Stay Fit and Enjoy Living for Dividends for a Long Time
35:41 • 2min
15
How to Stay Motivated During the Boring Middle of Dividend Investing Journey
37:51 • 3min
16
The Impact of Dividend Investing
40:49 • 2min
17
How to Handle Diversification
42:59 • 2min
18
How to Assess Dividend Safety for Your Current Positions
45:23 • 2min
19
How to Calculate Organic Dividend Growth of Your Portfolio
47:40 • 2min
20
The Drunken Dance Your Friends Will Never Let You Remember
49:39 • 3min
21
The Future of Business Development Companies
52:18 • 2min
22
Beatrice's Quarterly Results
54:18 • 2min
23
CBIS Debt Restructuring: A Review
56:44 • 3min
24
Spirax Circle Is a High Quality European Dividend Aristocrat With a Strong Position in Niche Markets
01:00:01 • 2min
25
Rio and BHP: What Are Your Thoughts on These Stocks?
01:02:07 • 2min
26
United Health Group: A Good Business Model
01:04:06 • 3min