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.
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.
Showing 26-50 of 275 posts · Page 2 of 11