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Dividend Talk
EP #153 | Irregular Dividend Compounders with De Kleine Kapitalist | & news about how Ahold Delhaize found a new revenue stream
Jun 24, 2023
53:45
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Guest De Kleine Kapitalist discusses irregular dividend compounders and provides examples. The hosts also talk about Ahold Delhaize's new revenue stream. They delve into analyzing the dividend history of Louis Vuitton, recommended EU dividend aristocrats, and discuss diversifying portfolios. They also share tips on valuing companies and finding stock inspiration.
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Quick takeaways
- Understanding the concept of irregular dividend compounders can help identify companies with potential for future dividend growth despite previous cuts.
- Observing trends and considering companies that impact daily life can provide valuable insights for investment opportunities in high-quality, dividend growth stocks.
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Overview of the episode
In this episode, the host welcomes a guest, the clarinet capitalist, to discuss irregular dividend compounders. They start by discussing recent news about a company, OurHold, and its plan to earn money by selling data for advertising. The guest then explains his concept of irregular dividend compounders, focusing on companies that may have had a dividend cut but still show potential for future dividend growth. He highlights the importance of looking at the real reasons behind dividend cuts and shares his experience with companies like Tula and Albert. The guest also mentions his preference for companies like ASML and LVMH, which have a track record of dividend growth. The episode concludes with a Q&A session where the guest answers questions about stock diversification, investment philosophy, and stock selection criteria.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode