Heavy Moat Investments
Dividend Talk
EPS 274 | Small & Mid Cap Investing with Heavy Moat Investments
- Published
- December 13, 2025
- Duration
- 1h 12m
- Summary source
- description
- Last updated
- Oct 4, 2026
Discusses investing.
Summary
In this episode of Dividend Talk, we’re joined by Niklas from Heavy Moat Investments for a deep dive into European small- and mid-cap investing, moats, portfolio concentration, and how to think about quality businesses when valuations get stretched.We kick things off with a packed dividend roundup, covering recent dividend hikes from Broadcom, Mastercard,…
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Show notes
In this episode of Dividend Talk, we’re joined by Niklas from Heavy Moat Investments for a deep dive into European small- and mid-cap investing, moats, portfolio concentration, and how to think about quality businesses when valuations get stretched.We kick things off with a packed dividend roundup, covering recent dividend hikes from Broadcom, Mastercard, Abbott Labs, Eli Lilly, WD-40, Zoetis, and more, with a strong focus on why healthcare has been so active lately. We also discuss Pfizer keepi
Themes
- investing