Dividend Talk

The Art of the Turnaround and What We Learned Along the Way

September 12, 2026ยท1h 12m
Episode Description from the Publisher

This week on Dividend Talk, we get into the art of the turnaround investment .What worked, what didn't, and what we've learned the hard way. We share real stories from Walgreens, Intel, and Texas Instruments, then turn to Nike, Vici Properties, and ASR to figure out which stocks are genuine turnarounds and which are just mispriced quality names. Plus: trimming an ExxonMobil position, a fresh look at HP, and our predictions for the next Microsoft dividend hike.We also answer a big batch of listener questions covering FIRE, REITs, ETFs, and how dividend culture differs between Europe and the US.๐Ÿ”— Show notes: https://dividendtalkpodcast.com/๐Ÿ’Ž Premium newsletter: https://dividendtalk.eu/how-it-works/๐Ÿ’ฌ Join our Discord: https://discord.gg/c9uV8Zm9j

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