EPS 249 | 3 Asset Light Dividend Growth Companies | HPQ Market drop

In this episode of the Dividend Talk Podcast, we discuss three asset-light businesses with growing dividends. We explore the characteristics of asset-light companies, focusing on Visa, Walter's Kluwer, and Relix.

The conversation highlights the advantages of asset-light models, such as scalability and higher profit margins, while also addressing potential risks and market reactions.

Chapters

00:00 Introduction to Dividend Talk Podcast

09:47 Understanding Asset Light Businesses

12:35 Exploring Visa as an Asset Light Company

16:27 European Asset Light Companies: A Closer Look

26:35 Relex PLC: An Information-Based Analytics Company

32:26 Exploring Hidden Gems in Investment Portfolios

32:54 Top Picks from Each Other's Portfolios

35:08 Dividend Insights and Payment Patterns

35:59 Stock Reinvestment Options

39:59 The Right Cake for Investor Meetings

43:59 Impact of Company News on Investment Decisions

44:59 Share Options and Portfolio Management

47:59 Future Focus: Growth vs. Income Investing

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