

EP #181 | 2024 Earnings Season has Finally Started | + lot's of Dividend Hikes 🔥
Jan 27, 2024
The podcast discusses the start of the 2024 earnings season and the anticipation of dividend hikes. They analyze recent dividend hikes from companies like LVMH and ASML. There is a discussion on financial performance and market response, as well as dividend payments, cash flow, and shareholder growth. They also talk about retirement strategies, investing in Chinese stocks, comparing high dividend versus low growth stocks, and evaluate Visa and ASML.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Dividend Hikes and Departure Speculations
02:12 • 7min
Recent Dividend Hikes
09:14 • 15min
Financial Performance and Market Response
24:18 • 20min
Dividend Payments, Cash Flow, and Shareholder Growth
44:04 • 16min
Nelson's Retirement Strategies and Investing in Chinese Stocks
59:35 • 9min
Comparing high dividend, low growth stocks with low dividend, high growth stocks
01:08:36 • 2min
Evaluation of Visa and ASML
01:10:27 • 4min
Discussion on Prologis and Real Estate Investment Trusts
01:14:23 • 2min