Creator Post Archive
Dividend Compounders with Cheese
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
May 31, 2026
Why Would I Buy Stocks When Everything's Overvalued?
The creator discusses upcoming earnings reports for cybersecurity and retail companies, and reviews recent performance of Costco, Zscaler, and Salesforce. They express a preference for buying stocks like Costco when their multiples are suppressed and note that Zscaler and Salesforce experienced significant volatility after earnings, with Salesforce ultimately rallying. The creator believes AI will enhance, not replace, software, and categorizes software companies into tiers for investment.
May 30, 2026
Am I wrong to think that MSFT is undervalued? I’m saying $550 by the next 6 months
The creator believes both Microsoft (MSFT) and Nvidia (NVDA) are currently undervalued and poised for significant price increases. They have been dollar-cost averaging into Microsoft, seeing its recent underperformance as a buying opportunity, and believe Nvidia, despite a recent pullback, is also a strong buy.
May 26, 2026
The Next Intel? Stocks The U.S. Government Is Quietly Backing
The creator discusses how US government investment can significantly impact stock prices, using Intel as a past example. He highlights MP Materials and Lithium Americas as current examples of companies receiving government backing in strategic industries like rare earth elements and critical minerals, suggesting these could be future growth opportunities.
May 25, 2026
Nvidia...undervalued?
The creator expresses confusion and bullishness regarding Nvidia's stock performance, noting its undervaluation despite strong earnings, buybacks, and dividend increases. While acknowledging better opportunities elsewhere, the creator considers re-entering a position due to the perceived discount.
May 23, 2026
I Think Packaged Food Stocks Are in Trouble
The creator discusses a shift in his investment thesis regarding CPG food stocks like Hormel, Campbell, and General Mills. Initially bullish due to the defensive nature of food, he now sees a sector-wide sell-off driven by declining gross sales and increased private label penetration at grocery stores, impacting national brands.
May 22, 2026
Intuit Stock Earnings & My Thoughts
The creator discusses Intuit's recent earnings report, noting a significant stock drop despite a triple beat on earnings and revenue, and raised guidance. The creator expresses concern over Intuit losing low-income TurboTax users and believes layoffs indicate a weakening economic moat, suggesting the market may be right to be skeptical. The creator is considering if the current price presents a buying opportunity or if the stock will continue to decline.
May 21, 2026
NVDA Earnings & My Thoughts
The creator discusses Nvidia's recent earnings report, highlighting strong top-line and bottom-line beats, increased guidance, and significant share buybacks and dividend increases. Despite the positive fundamentals, the stock's muted reaction in after-hours trading is seen as disappointing and potentially disrespectful given the company's position in the AI data center market. The creator notes the high expectations for Nvidia and potential headwinds from China's chip development, but emphasizes continued demand from hyperscalers.
May 17, 2026
Medtronic Stock Analysis: I Ran The Numbers
The creator analyzes Medtronic (MDT), the world's largest medical device company. The analysis covers its business segments, recent divestiture of its diabetes unit, acquisition of CathWorks, and the impact of slowing growth in China. The creator believes Medtronic's diversification into software and the aging global population present opportunities.
May 15, 2026
Main Street Capital (Quick Look & Analysis)
The creator analyzes Main Street Capital (MAIN), a business development company (BDC), highlighting its strong historical CAGR and dividend performance. Despite recent price declines due to interest rate cut anticipation and private credit concerns, the creator believes MAIN is undervalued, trading at a significant premium to its tangible book value. The acceptable buy price is identified as $39.
May 15, 2026
Trump’s latest stock trades. My thoughts & biggest takeaway?
The creator discusses Donald Trump's recent stock trades, noting his sales of Amazon and Meta, and new positions in ServiceNow, Netflix, Nvidia, Adobe, Workday, Oracle, Microsoft, Broadcom, Amazon, Uber, Apple, Boeing, Dell, Netflix, and Eaton. The creator believes Trump's public statements about stocks are often influenced by his personal investments and potential non-public information, suggesting this provides a unique insight into potential future stock performance.
May 14, 2026
Stock market at all-time highs, yet I’m still buying!
The creator notes the stock market is at all-time highs driven by AI data center stocks, while other sectors like fintech, software, and consumer staples are struggling. They are considering buying beaten-down, high-quality stocks that are likely to rebound, rather than chasing AI stocks at their peak.
May 13, 2026
How Many Stocks Should Be In My Portfolio (Ep. 7)
The creator discusses adding a new position in Abbott Laboratories (ABT) to their portfolio, despite currently being down on the stock. They highlight the company's diverse business lines, including medical devices, pharmaceuticals, and nutritional products, and express bullishness on the healthcare sector due to the aging US population. The creator plans to continue dollar-cost averaging into ABT, citing high conviction.
May 13, 2026
UnitedHealth, Humana, Centene, CVS, & other health insurance stocks!
The creator highlights a comeback in health insurance stocks, noting strong recent performance for UnitedHealth, CVS, Humana, and Centene. They express a contrarian investment approach, buying into sectors that have been overlooked.
May 10, 2026
People Say Stocks Are Expensive… I See Deals Everywhere
The creator discusses various companies reporting earnings and provides insights into their stock performance and market trends. He touches upon the AI bubble, international tech giants, SaaS companies, and the impact of a potential Hantavirus outbreak on travel and pharmaceutical stocks. The creator also shares personal investment philosophies, including the importance of cost basis for income investors and the potential of real estate versus stocks. He analyzes specific companies like Applied Materials, Cisco, Alibaba, JD.com, C Limited, Eli Lilly, Novo Nordisk, Pfizer, Merck, Simon Property Group, Hims & Hers Health, Franco Nevada, Nike, Target, and Micron, offering his views on their current valuations and future prospects.
Apr 30, 2026
Google Earnings (Goodness Gracious...)
The creator highlights Google (GOOGL) as the best performer among the big tech stocks that reported earnings, citing significant year-over-year growth in revenue and profits that far exceeded Wall Street expectations. Despite concerns about AI impacting its search engine, Google's core search business and cloud segment showed strong growth, leading to a stock price surge.
Apr 30, 2026
Microsoft Earnings (Market says NO BUENO)
The creator discusses Microsoft's recent earnings, noting strong fundamental growth in sales and profits, particularly in the cloud division. However, the stock reacted negatively due to a decline in the gaming division and increased capital expenditures for data centers, leading to a flat outlook and potential market punishment despite solid performance.
Apr 30, 2026
Amazon Earnings (They going to $300?)
Amazon reported strong earnings with gross sales up 17% and profits per share up 75% year-over-year, significantly beating Wall Street expectations. The company provided optimistic guidance for the next quarter, suggesting continued growth and potential for the stock price to reach new highs.
Apr 30, 2026
Meta Earnings (BEAUTIFUL)
Meta's earnings report showed strong sales and EPS growth, but the stock is selling off due to increased capital expenditures and a sequential decline in user engagement across their platforms. Despite the sell-off, the creator views Meta as a high-quality company and is considering opening a new position if the stock continues to decline.
Apr 27, 2026
What happens to MSFT stock?
The creator discusses the upcoming earnings reports for the 'Mac 7' tech companies, including Microsoft. They anticipate a significant price movement for Microsoft stock, either down to $340-$350 on negative capex news or up to $500 on strong guidance, citing a potential wider SaaS sell-off or rally.
Apr 24, 2026
Intel stock is testimony that it takes time for an investing thesis to pan out. Sometimes.
The creator admits they were wrong about Intel's turnaround story a couple of years ago, initially doubting their pivot to foundry manufacturing and dividend cut. However, after a recent earnings report showing a 29% after-hours surge, the creator is now bullish on Intel's business model. Despite this, they believe the opportunity to invest has passed and will stick to investing in high-quality compounders with strong fundamentals.
Apr 23, 2026
ServiceNow Stock. What's Happening & Why (Fair Value Estimate)
The creator discusses Service Now (NOW) following its earnings report, noting that despite beating expectations and raising guidance, the stock sold off significantly. Reasons cited include a postponed deal, acquisition-related margin impacts, and high valuation multiples. While the creator views NOW as a high-quality compounder with a fair value estimate of $150, they express hesitation to invest due to the stock's negative reaction to strong results, suggesting expectations may be too high.
Apr 23, 2026
Microsoft Stock. Is it too late? Is there more upside?
The creator discusses Microsoft's stock, noting its current price and potential upside to $450-$500. They regret not buying more at $356 a share a month and a half ago, calling it a "generational opportunity." The creator emphasizes the importance of disciplined investing and having a coherent exit plan, dismissing negative comments received previously.
Apr 15, 2026
TREX Stock Review: Fair Value & Buy Rating
This review of Trex (TREX) analyzes its position as the world's largest manufacturer of composite decking and railing. Despite a recent stock price dip, the company is investing heavily in new facilities and has announced a significant share buyback program. The analysis also touches on potential headwinds related to plastic sourcing and the broader environmental movement.
Apr 11, 2026
Are Dividends Useless? Selling Shares vs. Dividend Income
The creator argues against the common sentiment on Reddit's r/financialindependence subreddit that dividends are useless and equivalent to selling shares. They contend that dividends provide a psychological and practical benefit by offering consistent income without forcing the sale of assets, especially during market downturns, contrasting this with the risks of selling principal in a bear market.
Apr 7, 2026
What’s going on with Health Insurance stocks? (UNH, HUM, ELV, MOH, CNC, etc)
The creator, a long-term value investor, discusses the positive shift in the health insurance sector due to a more favorable Medicare reimbursement rate increase than initially feared. This change alleviates concerns about declining EPS and positions the sector for renewed growth, leading the creator to hold onto stocks like UnitedHealth.
Apr 5, 2026
Nike is Struggling: I’m Looking at This "Boring" Compounder Instead
The creator argues Nike fundamentals and brand momentum are deteriorating, while stating he is actively adding to Microsoft during the broader market weakness.
Apr 4, 2026
I Ran the Numbers: SCHD Can Retire You Earlier Than You Think
The creator makes a direct bullish case for SCHD as a disciplined long-term retirement vehicle driven by dividend growth and total return compounding.
Apr 2, 2026
SCHD 2026 Reconstitution
The creator reviews SCHD reconstitution changes and reiterates his positive stance on SCHD versus other dividend ETF alternatives.
Mar 31, 2026
This time is “different”
The creator argues fear-driven market selloffs are opportunities to keep buying quality dividend compounders and broad equity exposure.
Mar 29, 2026
What is Stagflation? Why I’m Buying the Dip
The creator discusses stagflation risk and valuation pressure, calls out Nike and Tesla concerns, and frames his dip-buying approach around quality names.
Mar 28, 2026
2026 SCHD Reconstitution: Still the Gold Standard?
The creator evaluates SCHD’s major reconstitution changes and remains positive on SCHD long-term while also favoring Microsoft and Meta as value ideas.
Mar 28, 2026
“MSFT is trading for a premium because they’re over $350!!” (How to value a stock)
The creator argues Microsoft is not expensive on valuation-adjusted metrics and frames price-per-share arguments as a mistake.
Mar 27, 2026
Catching the Falling Knife? MSFT Keeps Dipping & I Keep Buying :(
The creator stays bullish on Microsoft and says he is actively buying the dip due to fundamentals and valuation.
Mar 22, 2026
The Market Meltdown is Happening. What I Plan to Do.
The creator discusses drawdown conditions and emphasizes continuing a dollar-cost-averaging approach rather than panic selling.
Mar 21, 2026
Dividend Growth Investing: The "Snowball" Strategy Explained (Ep. 5)
The creator shares portfolio updates and explains why he is combining dividend growth principles with selected software names.
Mar 19, 2026
Some of These Dividend Raises Changed My Mind… (Part 2)
The creator reviews recent dividend hikes and discusses quality versus yield across multiple names.
Mar 18, 2026
The Best (and Worst) of the Recent Dividend Hikes (Part 1)
The creator ranks recent dividend raisers and quickly separates attractive setups from names he wants to avoid.
Mar 18, 2026
I’m nervous.
The creator discusses short-term correction risk but remains structurally bullish on broad U.S. equities and dip-buying discipline.
Mar 17, 2026
How I’m Building an $800k Portfolio with "Dividend Compounders" (Ep. 4)
The creator details portfolio repositioning, including several profitable exits to raise cash and a continued focus on high-quality compounders.
Mar 15, 2026
Why This Earnings Week Matters More Than You Think
The creator reviews the upcoming earnings slate and highlights OneMain Financial as a high-yield name that moved onto his watchlist.
Mar 12, 2026
Dividends are useless.
The creator defends dividend investing and points to SCHD and broad-market exposure as practical long-term income and compounding tools.
Mar 12, 2026
Is OneMain Holdings ($OMF) a Better Version of Main Street Capital?
The creator analyzes OneMain's high-yield lending model and weighs income appeal against credit-quality risk.
Mar 8, 2026
This Week’s Earnings: Themes, Trends, and Rants
In this earnings-week review, the creator shares retail and beverage watchlist commentary and flags Keurig Dr Pepper as his preferred beverage name.
Mar 7, 2026
Buy the Dip? Help! (Part 2)
The creator discusses dip-buy candidates and compares uncertainty in growth names against long-term platform potential.
Mar 7, 2026
Buy the Dip? Help! (Part 1)
The creator reacts to a major obesity-drug partnership and contrasts beneficiary upside with competitive downside for incumbents.
Mar 6, 2026
If I Suddenly Got $1 Million… Here’s the Passive Income Plan (Ep. 3)
The creator outlines a hypothetical large-capital deployment plan and repeatedly frames SCHD as his preferred core vehicle for long-term dividend compounding.
Mar 5, 2026
My 2026 Portfolio vs the Nasdaq-100 (Up 18% So Far)
The creator compares his portfolio performance against major benchmarks and frames the update as relative outperformance commentary.
Mar 5, 2026
Perhaps the market caught on to my SaaS Tier System?
The creator reviews software-stock rebound behavior and reiterates that he has been buying into the sector selloff.
Mar 3, 2026
Best QQQ Income ETFs (Data-Driven Analysis)
The creator ranks Nasdaq-100 income ETFs and compares distribution quality and long-run mechanics, with a negative take on some popular options.
Mar 1, 2026
Price hits, I commit.
The creator reviews earnings-week opportunities, discusses tactical buying behavior around volatility, and references current portfolio risk positioning.