
Dividend Talk
EP #173 | Learn more about the importance of Macro and Dividend Investing with Leo Nelissen | & our thoughts about Bayer's 1.5 billion court ruling
Nov 25, 2023
In this episode, special guest Leo Nelissen, a leading Author on Seeking Alpha, discusses the importance of macro and dividend investing. Topics include financial news, consumer sentiment, and manufacturing PMIs, as well as Bayer's $1.5 billion court ruling. Leo shares his story around dividend investing, his strategy, opportunities in the market, and his stock pick of the week. The hosts also touch on pronunciation and accents, rapid-fire questions, investment preferences, compounding, renewable energy, closed-end funds, and management fees.
01:22:08
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Quick takeaways
- Long-term investing and sticking to a proven strategy is key to navigating market fluctuations.
- Incorporating macroeconomic factors into investment decisions helps identify value opportunities.
Deep dives
Long-term investing and focusing on great companies
The biggest lesson learned is to focus on long-term investing, buying great companies at great valuations, and not to worry too much about short-term market fluctuations. The key is to stick to a strategy that works and avoid getting caught up in the noise of the market.
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