Podcast Episodes
Back to SearchThe S&P 500 Diversification Illusion
Episode 355
The S&P 500 Diversification Illusion
Most investors believe buying the S&P 500 means they're instantly diversified.
But what if that's only part of t…
2 months, 2 weeks ago
P&G's Battle to stay Dividend King
Episode 354
P&G's Battle to Stay a Dividend King
What does it take to increase your dividend for 70 consecutive years?
More importantly…
What does it take to kee…
2 months, 2 weeks ago
Who Pays for McDonald's Dividend King Status
Episode 353
Who Pays for McDonald's Dividend King Status?
Every year, investors celebrate another dividend increase from McDonald's.
But behind every dividend pa…
2 months, 2 weeks ago
Verizon's 172 Billion Dollar Debt Gamble
Episode 352
Verizon's $172 Billion Debt Gamble: Can It Still Be a Forever Stock?
How much debt is too much?
That's one of the biggest questions facing investors …
2 months, 2 weeks ago
Realty Income and the 50 Year Test
Episode 351
The Landlord Moat: Can Realty Income Pass the Forever Stock Test?
What if the strongest competitive advantage isn't a product, a patent, or a global …
2 months, 2 weeks ago
Nucor Steels 53 Year Dividend Streak
Episode 350
Can a Steel Company Be a Forever Stock? The Nucor Deep Dive
Steel has always been known as a boom-and-bust business.
Demand rises.
Demand falls.
Pric…
2 months, 2 weeks ago
Can the Johnson and Johnson Fortress Hold
Episode 344
Can the Johnson & Johnson Fortress Hold?
Every great business eventually faces a test.
For Johnson & Johnson, the question isn't whether it has been …
2 months, 2 weeks ago
Can Coca-Cola Survive the Ozempic era
Episode 349
Can Coca-Cola Survive the Ozempic Era?
What happens when one of the world's most recognizable brands faces changing consumer habits?
Can a company th…
2 months, 2 weeks ago
A Barbell of Tech and Consumer Staples
Episode 347
A Barbell of Tech and Consumer Staples: The Unified Large-Cap Growth and Value Portfolio
Is it possible to build a portfolio that captures tomorrow's…
2 months, 2 weeks ago
Drafting the Elite 15 Stock Cream Team
Episode 345
Drafting the Elite 15: The Cream Team Portfolio
What if you were the general manager of your own investment team?
Who would make the starting lineup?…
2 months, 2 weeks ago