In this episode, we’re joined again by Eloy, long-time friend of the show and co-founder of Cartas del Dividendo. We reflect on his journey as a dividend investor, the power of compounding, and why he remains hands-off with his portfolio these days.

Topics we covered:

📰 Hershey’s (HSY) new CEO and why Eloy still loves the stock

☕ Starbucks (SBUX) in China - is the bull thesis breaking?

📈 The art of not selling, inspired by Chris Cerrone's legendary essay

🇪🇸 Three high-quality Spanish dividend stocks in Eloy's portfolio

💬 Listener questions, including why we sell, what to do after dividend cuts, and tax considerations after reaching FIRE

Mentioned Stocks (Yahoo tickers):

• Hershey (HSY)
• Starbucks (SBUX)
• Wendy’s (WEN)
• McDonald’s (MCD)
• PepsiCo (PEP)
• Procter & Gamble (PG)
• Ferrero (unlisted)
• Kellogg/Kellanova (K)
• Mars (unlisted)
• Games Workshop (GAW.L)
• General Mills (GIS)
• Target (TGT)
• Walmart (WMT)
• Costco (COST)
• Unilever (ULVR.L / UL)
• Diageo (DGE.L)
• Kenview (KVUE)
• Union Pacific (UNP)
• Mondelez (MDLZ)
• Reckitt (RKT.L)
• Halma (HLMA.L)
• Microsoft (MSFT)
• Apple (AAPL)
• Philip Morris (PM)
• British American Tobacco (BATS.L / BTI)
• ExxonMobil (XOM)
• AbbVie (ABBV)
• Johnson & Johnson (JNJ)
• Shell (SHEL.L / SHEL)
• Medtronic (MDT)
• Southern Company (SO)
• Verizon (VZ)
• 3M (MMM)
• Aegon (AGN.AS)
• NN Group (NN.AS)
• Mapfre (MAP.MC)
• Iberdrola (IBE.MC)
• Inditex (ITX.MC)
• Viscofan (VIS.MC)
• Vidrala (VID.MC)

Enjoy the episode - and don’t forget to let your winners run! 💸

🔗 Links mentioned:

• 🧠 Chris Cerrone's article: "The Art of (Not) Selling"

• 🐦 Follow Eloy on Twitter: @EloySnowball

• 📈 Discover our premium service: Dividend Talk Premium

#DividendInvesting #StockMarket #DividendGrowth #InvestingWisdom #Hershey #Starbucks #SpanishStocks #Compounding #InvestingStrategy #FinancialIndependence #LongTermInvesting #StockAnalysis