High-Quality Investment Ideas. Focused On Long-Term Dividend Investing. Not Financial Advice.
Joined May 2020
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Dividends Forever retweeted
That takes it from 63 cents to 68 cents a share a quarter. CDW says the dividend is up sixteen-fold since the 2013 IPO, with 13 straight years of increases.
Dividends Forever retweeted
I arrived in Phnom Penh 15 years ago with around $20,000 💵
Five years later, I was a millionaire.
The Chinese boom in Sihanoukville was completely crazy until 2019. 🇨🇳🏗️
Land prices could quadruple in a single year and 50% a year was considered normal.
Entire neighborhoods changed almost overnight.
I put money into land while the area was still overlooked.
New roads appeared. 🛣️
Condos went up everywhere. 🏢
Rooftop bars started replacing old shophouses. 🍸
Sometimes the biggest advantage is simply being there before everyone else realizes what’s happening.
Have you ever lived through a real estate boom like that?
Dividends Forever retweeted
Lennox $LII
- Makes furnaces/air conditioners
- Steady top and bottom line growth
- 39% ROIC
- Solid balance sheet
- Steady share repurchaser
- 17 consecutive dividend hikes
- Trades for ~13x earnings, lowest valuation in years
I love these kinds of companies.
Dividends Forever retweeted
After fridges became a common household appliance, the biggest benefactor was not the manufacturer companies.
It was actually Coca-Cola, who took advantage of the new technology to shift from local soda fountains to bottled and canned products
Suspect the same will be true for AI. Some of the biggest benefactors will be companies that look very obvious in hindsight, but no one is paying enough attention today
Dividends Forever retweeted
Passive income hack:
Trick or treating is great a strategy for getting free inventory to sell in your vending machines over the next year
You’re never too old to take advantage of a profitable arbitrage opportunity
Dividends Forever retweeted
I got interested in investing ~10 years ago as a student and what’s been amazing is how much bigger the numbers have gotten.
Like how Meta was a $100 stock, Amazon was worth $300B or so, Netflix was $50B and was still mailing DVDs.
In 10 years the “oh this stock trades around $250” might look tiny compared to 2036 levels and valuation.
Not calling out any particular company but if you believe in American value creation it’s remarkable what can change in 5-10 years.
Dividends Forever retweeted
Went to dinner with a friend last night
We ordered green eggs and ham
The bill: $270
I paid with a crisp $500 bill
"Keep the change," I said to the servant
My dinner companion gasped
He knows I usually tip with a crisp $0 bill, especially when the waiter is so gross and sweaty
"Trust me," I said, whispering
Moments later, a film crew jumped out of the kitchen
"You're on Undercover Boss! The waiter is secretly the billionaire owner of the company!"
I knew it all along.
To thank me for the generous tip, the billionaire multiplied my money using a secret billionaire alchemy trick, giving me a $500,000 bill
The billionaire's name?
The Cat in the Hat
Dividends Forever retweeted
This week on the new CDI newsletter I take y'all through the ins and outs of creating your own leveraged portfolio of REITs, including:
- The advantages
- What to watch out for
- The best way to borrow
- What REITs I'd choose to leverage
conservativedividendinvestin…
Dividends Forever retweeted
The economics of a typical car dealership. Note how financing is pretty much all profit, and selling you the car is actually the least lucrative part of the business.
Why, unfortunately, the process will always suck for those of us who pay cash.
Dividends Forever retweeted
Re-watched Social Network for the first time in years
Crazy that Facebook was worth $25 billion when this came out in 2010
It’s $1.6 trillion today
Up a cool 64x in a little more than a decade and a half
Dividends Forever retweeted
$7/m² for this sea-view land on Koh Rong in 2018.
At the time, there was no road. I walked for an hour through the jungle from Sok San.
I didn’t buy it.
Around $100/m² now. Roughly 14x in 8 years.
Pretty good return to miss.
Dividends Forever retweeted
MarketBeat is a financial media company.
Our primary purpose is to get people to click on ads and buy stuff.
Few understand this.
People keep pitching me their stock analysis algorithms, A.I. tools, etc. that we should add to our website. None of that really stuff matters.
Dividends Forever retweeted
Retiring in Argentina on US$200k.
In Patagonia for US$69k you buy a new wooden house in El Hoyo to spend December to March. For the dry, sunny winter, US$57k gets you a log cabin facing the Traslasierra hills in Córdoba.
Hike, fish and grow tomatoes on the US$74k left.
ALT A small two-level wooden cabin behind a foreground of purple lupines, with mountains and a partly cloudy blue sky behind it.
ALT Wood-panelled dining area with a lupine bouquet on the table, large windows looking out to green fields and mountains, and a ladder up to the loft.
ALT A raised log cabin with a wraparound wooden porch and stairs, among dry-season trees under a clear blue sky, with a rocky peak at right.
ALT View from the cabin porch, framed by a log railing, across a wooded yard to a long bare mountain range under a cloudless sky.
Dividends Forever retweeted
MarketBeat has produced about $150 million in net income in the last 20 years.
40% of that has come in the last two years.
You just have to let the growth vehicle keep compounding.
Kids these days work on a project for 1-3 years and wonder why they’re not rich.
Entrepreneurship is hard. It’s supposed to be hard. It’s supposed to take time!
The true outlier outcomes usually don’t happen after a couple of years. They usually come after a couple of decades.
Dividends Forever retweeted
How to retire in Argentina on US$1M.
In Bariloche for US$415k you buy a three-bedroom house steps from Lake Nahuel Huapi, heated pool included.
Winters go to the Uco Valley, where US$280k buys a colonial house with 4 hectares of Malbec.
That leaves US$305k to live on.
ALT Aerial view of a two-storey white and brown house with a grey metal roof, with deep-blue Lake Nahuel Huapi and snow-capped Andes behind it.
ALT View from a wooden deck rail over a pool and lawn toward Lake Nahuel Huapi and distant mountains under a clear sky.
ALT Aerial view of rows of green vines stretching toward the snow-capped Andes under a blue sky in the Uco Valley.
ALT Front of a single-storey yellow colonial-style house with two arched glass doors and a central chimney, seen between young trees.