The Dividend Mailbox

About The Dividend Mailbox

We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.

Publisher

Greg Denewiler

Category

business · business · education

Language

en

Explicit

No

First episode

19 Mar 2021

Latest episode

23 May 2026

Latest episodes

4 of 62 episodes have a transcript.

1. 

   23 May 2026TRANSCRIPT

   Second-Level Thinking: Why Dividend Stocks Win in the Age of AI

   Host Greg introduces Howard Marks' second-level thinking framework to reveal how dividend stocks thrive amidst AI disruption.

2. 

   23 Apr 2026TRANSCRIPT

   It Was Never About Dividends. It Was Always About Income.

   Real estate investors don't think of themselves as dividend investors. Neither do venture capitalists or business owners collecting profit distributions. But strip away the labels, and every one of them is doing the same thing: buying a stream of income and betting it grows. The wrapper is different. The logic is identical. To prove it, Greg walks through three real investments, all made in 2013, with the same $535 million starting point: Republic Plaza (one of Denver’s premier office towers)...

3. 

   2 Apr 2026TRANSCRIPT

   EXPRESS MAIL: Sysco Drops ~15% after $29 Billion Bet — Dividend Growth at Risk?

   Sysco ($SYY) just announced the acquisition of Restaurant Depot in a $29 billion deal — and the market didn't like it. The stock fell more than $10 in a single day, briefly dipping below $70. Did this deal break the dividend growth story… or create a rare opportunity for long-term investors? Most acquisitions destroy shareholder value, but this one is more complicated. The deal expands Sysco's revenue base by roughly 20%, targets a complementary customer segment, and appears reaso...

Inside a recent episode

Second-Level Thinking: Why Dividend Stocks Win in the Age of AI

Published 23 May 2026 · Transcript excerpt

[…] Second level thinking is complex, deliberate, and often counterintuitive. It considers interactions, time, and the broader consequences of decisions. For instance, instead of just eating a chocolate bar when hungry, a second-level thinker considers the long-term health effects and chooses a healthier option. Now, of course, that's a lousy example because we own Hershey's and we love chocolate. We would add in second-level thinking that it makes you feel better, which then leads to a longer life. But we'll just let that one go. You know, Warren Buffett has talked about this concept, whether he identifies it as such. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

43 ratings

Spotify

5.0 / 5

32 ratings

Podcast Authority Score: 34 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

34

Social presence

0

YouTube

0

Engagement

85

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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