Dividend Talk10 Touko 2025

EPS 246 | Buffets Last Dance and Earnings from Europe and the US Companies

In this episode, we dive into Warren Buffett’s succession and legacy, the philosophy that built Berkshire Hathaway, and what the future might hold under Greg Abel.

We also break down recent dividend news, from Apple’s modest hike to Wendy’s surprising cut, and share our own May dividend income.

We cover earnings from some major names like Novo Nordisk, Archer Daniels Midland, Ahold Delhaize, and Legrand, plus explore the intriguing possibility of Shell acquiring BP.

Listener questions spark some great discussion, including what football clubs would be as dividend stocks, whether our podcast can move markets, and which companies have the strongest moats.

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🎙️ Tickers mentioned: AAPL, RTX, AWK, PEP, KLAC, EXPD, WEN, MURGY, ASML, BMY, BTI, SHEL, NNGRY, ASRNL, BP, NVO, ADM, AD, LR.PA, MSFT, PG, LVMH, LRL.PA, TUP, MMM, T, LEGN, PAC, OMAB, ORAN, LGEN.L, SAP, O, MAIN, ADP

00:00 – Intro
01:22 – Buffett’s last dance (AAPL, KO, BRK.B)
11:51 – Dividend hikes (AAPL, RTX, AWK, PEP, KLAC, EXPD)
14:31 – May dividend income (MURGY, ASML, BMY, BTI, SHEL, NN, ASRNL)
16:33 – Dividend cut (WEN)
17:37 – Shell & BP discussion (SHEL, BP)
22:38 – Novo Nordisk earnings (NVO)
30:32 – ADM struggles (ADM)
34:27 – Ahold Delhaize results (AD)
42:19 – Legrand story & earnings (LR.PA)
51:53 – Football clubs as stocks (TUP, MMM, T, MSFT, PG, LVMH, LRL.PA)
53:46 – Japanese & Mexican equities (PAC, OMAB)
56:24 – Do we move markets? (LEGGY, LGEN.L)
60:57 – Dividend investing moats (MSFT, ASML, SAP, O, MAIN, ADP)

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Jaksot(310)

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