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EPISODE · Sep 12, 2026 · 1H 12M

The Art of the Turnaround and What We Learned Along the Way

from Dividend Talk · host Dividend Talk

This week on Dividend Talk, we get into the art of the turnaround investment .What worked, what didn't, and what we've learned the hard way. We share real stories from Walgreens, Intel, and Texas Instruments, then turn to Nike, Vici Properties, and ASR to figure out which stocks are genuine turnarounds and which are just mispriced quality names. Plus: trimming an ExxonMobil position, a fresh look at HP, and our predictions for the next Microsoft dividend hike.We also answer a big batch of listener questions covering FIRE, REITs, ETFs, and how dividend culture differs between Europe and the US.🔗 Show notes: https://dividendtalkpodcast.com/💎 Premium newsletter: https://dividendtalk.eu/how-it-works/💬 Join our Discord: https://discord.gg/c9uV8Zm9j

Episode metadata supplied by the publisher feed · Published Sep 12, 2026

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The Art of the Turnaround and What We Learned Along the Way

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This episode was published on September 12, 2026.

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