Join us in Malmo for a real-life #DividendTalk meetup. Signup here: 🔗 https://docs.google.com/forms/d/e/1FAIpQLScSSOtk8LjBL80RLgfDjA1ITL16q89IlvbErgRUsdA0KG5ahw/viewform?usp=header 📍 Location: Malmö, Sweden📅Date: Friday, 17 January 2025
Welcome to Episode 271! This week, we look past the US techgiants to find five European dividend stocks with a legitimate AI edge.
Here’s what you’ll hear:
The AI Bubble Debate: We discuss whether the AI bubble is about to burst, analysing warnings from Michael Burry, Palantir's Alex Karp, and Alphabet's Sundar Pichai, and contrasting them with Nvidia’s bullish stance. We also debate whether Meta’s massive infrastructure investment plan will actually pay off for shareholders.
Dividend News: We cover a surprising 12.5% dividend hike and share buyback from Medical Properties Trust, as well as a massive increase from Games Workshop. We also celebrate the concept of "Dividend Overshoot Day."
5 European AI Plays: We break down five companies that benefit from the AI boom without being pure-play AI stocks. We cover the critical hardware role of ASML, the industrial automation of Siemens and Schneider Electric, the enterprise stickiness of SAP, and thedesign capabilities of Dassault Systèmes.
Listener Questions: We wrap up by answering community questions on using margin Leverage, adapting Ray Dalio’s "All Weather" strategy, thoughts on Target’s current valuation, and the risks behind Johnson & Johnson’s spin-offs.
Don't miss this one!
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