Let me introduce you to the DividendTalk podcast series that I started together with my buddy Engineer My Freedom (Ireland).

It is a weekly podcast where we discuss dividend growth investing in a pub-style manner, nice light and easy. In case this triggers your curiosity, the structure of the show is typically something like this:

  • a brief reflection on the news from last week
  • discuss a certain Dividend Growth Investing related topic
  • answer questions from the community
  • sharing our stock pick of the week

All this with a European flavor!

To be honest, this is actually the podcast that we were searching for ourselves.

Most of the podcasts that we know are US-based and they hardly address specific topics in the minds of European investors (i.e. allocation EU vs US, Tax, European stocks).

Having said that, we aim to record our show every Friday night and publish it on Saturday before noon. In case you would like to submit one of your questions then just reach out to me via Twitter or join the DividendTalk Facebook face and publish your question there.

Having said that, you can follow us via one of the popular podcast channels if you want to be notified about any upcoming shows 👇

Did I make you curious?

Have a look at our pilot episode and take it from there to listen to the next in sequence 👌

And as always, I’m curious for your feedback 🙏

EP #174 | Inspirational quotes by Charlie Munger and what we learned from it | & AbbVie's acquisition and Pfizer's withdrawal of weight-loss drug Dividend Talk

Welcome to Episode 174 of the Dividend Talk Podcast! In this episode, titled "The Best of Charlie Munger Quotes," your hosts EMF and European DGI explore the timeless wisdom of Charlie Munger. They delve into Munger's insightful quotes, discussing their relevance to dividend investing and wealth-building strategies and what it personally meant to them. In the news segment, EMF shares his thoughts on AbbVie's $10.1 billion deal to acquire ImmunoGen, including the cancer drug ELAHERE. The acquisition is set to strengthen AbbVie's position in treating ovarian cancer and solid tumors, with the deal expected to finalize in mid-2024. eDGI discusses Pfizer and shares his thoughts on when it may finally become attractive, considering its $30 billion additional debt due to the Seagen acquisition and the recent withdrawal of its weight-loss drug. The main topic centers on Charlie Munger's quotes, exploring concepts such as the value of continuous learning, patience in investing, the importance of humility, and the power of reading to generate ideas. In the listener questions segment, Simon Stott asks about potential disagreements between EMF and EDGI, and speculates on the future of Berkshire Hathaway's share price and dividend policy after the passing of its iconic leaders. Andrew Stoddart inquires about initiating starting positions with companies when their share prices are slightly down, especially in the context of dividend kings/aristocrats. The Dividend Growth Quest features a discussion on the consideration of fees in dividend investing, while MH79 raises questions about the WisdomTree Global Quality Dividend Growth UCITS ETF – USD. The hosts tackle questions about the Federal Reserve's dovish stance, the sustainability of dividend growth, the significance of free cash flow yield in valuation, and the post-correction outlook for Chevron. Adrian Fastinger also shares his opinion on Scorpio Tankers (STNG), a company engaged in aggressive debt reduction and buybacks, with a growing dividend. Join the Dividend Talk community as they explore these intriguing topics and share valuable insights for dividend investors.
  1. EP #174 | Inspirational quotes by Charlie Munger and what we learned from it | & AbbVie's acquisition and Pfizer's withdrawal of weight-loss drug
  2. 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
  3. EP #172 | All we know about bonds and whether we should own them | & Germany's financial reforms, Siemens earnings
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