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
