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.
Feb 25, 2026
Why FIRE community Thinks Dividends Are Useless (And Why I Disagree) Ep. 2
The creator explains his portfolio capital shifts and defends dividend-focused strategy against common FIRE-community objections.
Feb 23, 2026
The Stocks I Am Watching This Week (Why I Live in Japan)
The creator runs a laid-back earnings-week watchlist update and frames the week as setup-focused rather than a single all-in trade.
Feb 22, 2026
Roasting My 64-Year-Old Subscriber’s Portfolio…Too Risky?
The creator reviews a retirement-focused portfolio and compares income ETF structures, risk posture, and sustainability of distributions.
Feb 22, 2026
Why SCHD is the ONLY Dividend ETF I Need in 2026 📈💰
The creator defends SCHD after recent outperformance and reiterates a long-term conviction around dividend-growth compounding.
Feb 21, 2026
The Supreme Court Just Saved American Stocks 🚀
The creator argues that the tariff ruling is broadly bullish for import-heavy U.S. companies and margins, and calls out Amazon as a direct beneficiary.
Feb 20, 2026
Why I’m Buying Software Stocks
The creator argues the software selloff is overdone and says he is selectively buying durable names despite AI-driven uncertainty around seat-based pricing.
Feb 20, 2026
AI Data Centers Need This
The creator explains why utilities are strategically important to AI data-center expansion, while warning that many utility names look expensive.
Feb 19, 2026
I Was Wrong About Adobe.
The creator reverses his prior stance on Adobe and makes a bearish case that competitive dynamics and AI-era pricing pressure reduce its attractiveness.
Feb 18, 2026
ServiceNow, Adobe, Intuit, Duolingo, etc.
The creator frames a comparative software check-in across ServiceNow, Adobe, Intuit, and Duolingo.
Feb 16, 2026
Why Good Isn’t Enough. The New Standard for Earnings
The creator reviews prior earnings outcomes and focuses on market reaction quality, not just headline beats.
Feb 15, 2026
SaaS Tier List: Durable Moats vs Disposable Software
The creator presents a SaaS durability tier model and concludes that select mega-cap platforms remain high-quality opportunities despite near-term pressure.
Feb 14, 2026
Dividend Investing for Young Investors (3 Reasons Why)
The creator gives a short framework for young investors and argues that dividend growth compounding remains a practical long-term approach.
Feb 14, 2026
Can you tell me why you like the lesser known stocks?
The creator questions whether to focus on best-in-class large-cap tech names during a broad selloff rather than lower-quality or lesser-known alternatives.
Feb 13, 2026
“This time will be different!!!!”
The creator discusses correction fears while reinforcing a long-term buy-the-dip posture anchored in historical market recoveries.
Feb 13, 2026
Catching falling knives or what?
The creator reviews retail-investor flow data during market volatility and discusses where buyers and sellers are concentrating.
Feb 12, 2026
Why I Like CapEx.
The creator defends capex-heavy businesses and argues that hard-asset operators can sustain stronger moats and competitive durability than many asset-light narratives suggest.
Feb 11, 2026
"You're young. All you need is Tech"
The creator argues against all-in tech concentration and advocates balancing growth exposure with dividend ETF diversification.
Feb 10, 2026
Silicon Motion ($SIMO): A Quantitative Analysis & Deep Dive
The creator performs a fundamentals and valuation breakdown on Silicon Motion after a strong recent run.
Feb 9, 2026
Sir, this is a Wendy’s
The creator argues that product quality does not guarantee stock quality and uses Wendy’s as a cautionary example of a value/yield trap.
Feb 9, 2026
Run away 🏃♀️
The creator critiques panic behavior during selloffs and argues that high-quality names on discount should be evaluated as opportunities rather than avoided.
Feb 8, 2026
Why I'm eyeballing the utility stocks this week
The creator reviews the week’s earnings slate and is constructive on select infrastructure/utilities beneficiaries tied to AI capex demand.
Feb 8, 2026
DUOL Stock
The creator argues Duolingo's selloff may be overdone relative to its growth and profitability profile.
Feb 8, 2026
Uber Stock
The creator evaluates Uber's pullback and argues market fear may be overdone relative to business quality.
Feb 8, 2026
Palantir Stock
The creator revises his stance on Palantir and argues recent selloff pressure may not match the company's growth and software quality metrics.
Feb 8, 2026
Intuit Stock?
The creator says Intuit's historical execution looks strong, but AI-driven competitive pressure could erode future pricing power and confidence in the stock.
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