Growth Investor Turned Dividend Investor from Heavy Moat Investment| Ep 308

Niklas from Heavy Moat Investments is back. Last time he barely cared about dividends. Now 80% of his portfolio pays one. We talk about how becoming a dad changed the way he looks at risk, why he raised his hurdle rate to 15-20%, why buybacks often disappoint, and how Edenred became his biggest position after trading at around 5x cash flow.Also this week: Novo Nordisk's messy capital markets day, dividend hikes from T-Mobile US and GE Healthcare, and your questions on consumer staples, insurers and AI, Engie and Enel, BIPC, 5% Treasuries and Niklas's top pick, InnoScripta.Get free samples of our premium newsletter: https://dividendtalk.eu/download-your-free-samples/

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Not financial advice. Do your own research.