About this podcast
We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.
Episodes
The newest 20 of 67 episodes
- We Almost Didn’t Buy One of Our Best Stocks. Then We Did Nothing. · 30 min · Season 1 Episode 64Picture buying a stock below $100, watching it climb past $600, and barely touching it for 16 years. It may seem easy in theory, but every headline, every dip, every “shouldn’t…
- Don't Trust a Number You Can't Explain · 34 min · Season 1 Episode 63AI can hand you a confident, polished answer in seconds. So can a stock screener. But a number without context can lead you exactly where you don't want to go. In Episode 63…
- MCD Deep Dive: The Cash Flow Story Disguised as Hamburgers · 48 min · Season 1 Episode 62This morning, a small kitchen-and-bath supplier nobody's ever heard of went up 200% before lunch. By the afternoon, it was already sliding back down. Meanwhile, one of the most…
- IBM & Chevron: Taking the Long View on Optionality vs. Durability · 31 min · Season 1 Episode 61A century-old tech company just took a gut punch from Wall Street. A century-old oil giant hasn't had an exciting headline in years. Ten years from now, which one do you actually…
- What Is the Market? Why Your Definition Shapes Your Returns · 35 min · Season 1 Episode 60The news says the market is down, up, sideways... but which market? The Dow, the S&P 500, SCHD, gold, real estate—on any given day, they're all doing something different. If you…
- Second-Level Thinking: Why Dividend Stocks Win in the Age of AI · 32 min · Season 1 Episode 59Everyone's talking about what AI is going to disrupt. The question most investors aren't asking: What happens after that disruption, and who actually wins? The obvious answer and…
- It Was Never About "Dividends." It Was Always About Income. · 33 min · Season 1 Episode 58Real estate investors don't think of themselves as dividend investors. Neither do venture capitalists or business owners collecting profit distributions. But strip away the…
- EXPRESS MAIL: Sysco Drops ~15% after $29 Billion Bet — Dividend Growth at Risk? · 18 min · Season 1Sysco ($SYY) just announced the acquisition of Restaurant Depot in a $29 billion deal — and the market didn't like it. The stock fell more than $10 in a single day, briefly…
- What’s Your Anchor? Dividends in an Uncertain Market · 34 min · Season 1 Episode 57Markets feel uncertain. Headlines are driving sentiment. Oil prices are volatile, and cracks are forming in private credit, making high yield look more attractive than ever. But…
- From Lagging to Leading: When Success Gets Complicated · 39 min · Season 1 Episode 56Dividend Growth: The Quiet Engine of Wealth Dividend growth investing sounds simple, but doing it well for decades is not. That’s why we wrote Dividend Growth: The Quiet Engine…
- The One Number That Drives Long-Term Returns · 34 min · Season 1 Episode 55Dividend Growth: The Quiet Engine of Wealth Dividend growth investing sounds simple, but doing it well for decades is not. Markets get noisy. Numbers get confusing. That’s why we…
- Dividend Growth vs. Distraction: A Reset for Long-Term Investors · 30 min · Season 1 Episode 54📘Free Short Book: Dividend Growth, the Quiet Engine of Wealth If today’s market feels noisy, this short book lays out a calmer framework. Dividend Growth: The Quiet Engine of…
- No Revenue Growth, No Dividend Growth · 34 min · Season 1 Episode 53How strong is your dividend growth portfolio? Send it to us for a free evaluation at [email protected]. Plus, join our market newsletter for more on dividend growth…
- The Free Lunch Illusion: How Fear and FOMO Feed Wall Street · 34 min · Season 1 Episode 52How strong is your dividend growth portfolio? Send it to us for a free evaluation at [email protected]. Plus, join our market newsletter for more on dividend growth…
- UPS Stock: Can It Still Deliver for Dividend Investors? · 38 min · Season 1 Episode 51How strong is your dividend growth portfolio? Send it to us for a free evaluation at [email protected]. Plus, join our market newsletter for more on dividend growth…
- ACN Deep Dive: AI Isn’t Killing Consulting, It’s Reinventing It · 36 min · Season 1 Episode 50How strong is your dividend growth portfolio? Send it to us for a free evaluation at [email protected]. Plus, join our market newsletter for more on dividend growth…
- EXPRESS MAIL: Union Pacific’s Surprise Merger Bid · 20 min · Season 1How strong is your dividend growth portfolio? Send it to us for a free evaluation at [email protected]. Plus, join our market newsletter for more on dividend growth…
- Dividend Growth Is a Mindset, Not a Yield · 38 min · Season 1 Episode 49How strong is your dividend growth portfolio? Send it to us for a free evaluation at [email protected]. Plus, join our market newsletter for more on dividend growth…
- The Value Play Hiding Behind a 300-Year-Old Luxury Brand · 37 min · Season 1 Episode 48More on dividend growth investing -> Join our market newsletter! The argument has long been made that venturing beyond America’s borders will offer investors higher yields. Many…
- Two Paths to Value: Short-Term Yield vs. Long-Term Growth in Distressed Markets · 44 min · Season 1 Episode 47More on dividend growth investing -> Join our market newsletter! While dividend growth remains the core of what we do, it’s not the only path to building an income stream. In…
