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.
Oct 3, 2025
This 32-Year-Old Wants to Retire NOW with a $250,000 Portfolio
Portfolio roast focused on shifting from growth to dependable cash flow and retirement-oriented risk control.
Oct 1, 2025
The Perfect Portfolio? Think Again…
The creator reviews a portfolio focused on high dividend growth compounders with wide economic moats, excluding real estate. The portfolio includes a mix of ETFs and individual stocks, with a notable mention of Adobe as a non-dividend-paying opportunity.
Sep 30, 2025
PayPal’s $15B Stock Buyback Plan Could Rewrite the Story
The creator revisits their previous analysis of PayPal, acknowledging feedback that has changed their mind. They focus on PayPal's significant share repurchase program, totaling nearly $20 billion authorized since 2022, and explain how buybacks can increase earnings per share.
Sep 28, 2025
Roasting a 63-Year-Old’s $2.1M Dividend Portfolio (This One’s Insane)
The creator is reviewing a $2.1 million dividend portfolio belonging to a 63-year-old looking to retire. The portfolio is heavily concentrated in income ETFs, including QQQI, YieldMax's Alti and AMD ETFs, and the Roundhill Magnificent 7 ETF, with a stated goal of maximizing yield. The creator notes the investor previously held SCHD but switched to chasing higher yields, leading to a portfolio that is considered risky.
Sep 27, 2025
He JUST Started Investing 3 Months Ago (Portfolio Roast)
The creator analyzes a beginner investor's portfolio, focusing on individual stock holdings and providing commentary from the perspective of a new investor. The analysis highlights the investor's safe and steady growth strategy, aiming to minimize mistakes while learning.
Sep 26, 2025
I Ran the Numbers on PayPal (PYPL): The Next SoFi?
The creator is analyzing PayPal (PYPL) to determine its intrinsic value and whether it presents a buying opportunity, comparing its current situation to that of Block (SQ) and referencing Warren Buffett's investment philosophy. The video will cover PayPal's business model, recent developments, and the creator's personal investment plan.
Sep 24, 2025
This $37K Portfolio Wants It All: Growth, Dividends, AND Recession Protection
The creator, Carlos, discusses his $37,000 dividend growth portfolio, which he aims to grow at a 10% CAGR while mitigating downside risk. He employs a hybrid strategy, investing in some riskier, beaten-down stocks for short-term gains and then pivoting to more stable dividend payers. His largest holdings are Realty Income and IBM.
Sep 23, 2025
Salesforce (CRM) Stock
The creator believes Salesforce (CRM) is undervalued and should be considered alongside other strong SaaS companies, despite fears of AI obsolescence. They highlight CRM's consistent revenue growth and strong free cash flow, comparing its potential to Microsoft's past trajectory.
Sep 22, 2025
Roasting a $11.4M Portfolio (This One Blew My Mind)
The creator analyzes a $11.4 million portfolio belonging to a 35-year-old investor focused on accumulating dividend compounders and index funds, with a goal of early retirement. The portfolio is heavily weighted towards large-cap tech stocks and includes significant holdings in SCHD.
Sep 21, 2025
Reviewing a Portfolio Retiring Someone at Age 34! (Dividends Work!)
The creator reviews a $1.07 million dividend-focused portfolio belonging to a 33-year-old individual aiming for 7% annual growth and $40,000 in annual dividends. The portfolio is heavily weighted towards utilities and includes a mix of safe dividend payers with economic moats, though the creator expresses hesitation about one specific holding.
Sep 20, 2025
I Ran the Numbers on Salesforce (CRM) - The Next Microsoft?
The creator is evaluating Salesforce (CRM) after opening a position at $257 and currently being flat on the investment. Despite recent strong Q2 2026 earnings, increased guidance, and positive leadership commentary on AI, Wall Street remains skeptical. The creator plans to analyze the company's fundamentals, inherent worth, and stock-based compensation to decide whether to sell or double down on the investment.
Sep 19, 2025
I’ll Review Your Stock Portfolio (Here’s How It Works)
The creator is launching a new video series where he will review viewer stock portfolios, providing feedback on risk, diversification, and strategy. He outlines the process for submitting a portfolio for review, emphasizing the need for clear information on holdings, cost basis, goals, and time horizon, while also reminding viewers to exclude sensitive data.
Sep 19, 2025
Dividend King Stocks 👑 #investing #dividendpayingstocks #stocks #dividendstocks #dividendincome
The creator promotes dividend kings as resilient long-term holdings due to multi-decade payout growth.
Sep 17, 2025
The “Magic” Formula for Finding Cheap, High-Quality Stocks (Easy Tutorial)
The creator discusses Joel Greenblatt's "magic formula" for finding stocks, which uses Return on Invested Capital (ROIC) and earnings yield. He proposes modifications to this formula, including adding a minimum market capitalization of $900 million, replacing earnings yield with a forward PE ratio under 20, requiring an ROIC of 15% or higher, and ensuring positive free cash flow. The creator mentions Palantir as an example of a company with a high PE ratio, indicating it's expensive.
Sep 15, 2025
How to Find 10-Bagger Stocks with a Stock Screener (Easy Tutorial)
The creator demonstrates how to use stock screeners on TradingView and stockanalysis.com to identify high-quality dividend-paying stocks and potential 10-baggers. The video provides a macro-level overview of S&P 500 sector performance, highlighting tech and communication services as strong performers, while health and consumer non-durables lag.
Sep 14, 2025
Grocery Aisle MELTDOWN? General Mills, TKO, Manchester United, Darden, Cracker Barrel, etc.
The creator reviews companies reporting earnings this week, focusing on Dave & Buster's (PLAY) as an interesting business concept related to the "third place" idea. He previously invested in PLAY during the pandemic sell-off and exited when it rebounded, and is now re-evaluating it.
Sep 10, 2025
UnitedHealth Stock Comeback: Buy More or Take Profits?
The creator discusses their significant investment in UnitedHealth Group (UNH), which experienced a sharp sell-off earlier in the year but has since rallied significantly. They highlight Warren Buffett's investment and UNH's strong performance in Medicare Advantage plans as key drivers for the recent surge, leading to a positive outlook and a profitable position for the creator.
Sep 9, 2025
The Passive Income Tax Secret: How Return of Capital Changes Everything
The creator explains the tax advantages of Return of Capital (ROC) distributions from income ETFs, particularly those employing covered call strategies like YieldMax ETFs. ROC lowers the investor's cost basis and defers taxes until the position is sold, potentially reducing capital gains tax liability.
Sep 8, 2025
Grading the Dividend Kings: Who Deserves an A (Who Fails the Test) 👑
The creator grades Dividend Kings, expressing a controversial opinion that Abbott Laboratories (ABT) is superior to S&P Global (SPGI) based on dividend profile. The creator also highlights Target (TGT) as a potential buying opportunity due to its current valuation and attractive dividend yield.
Sep 7, 2025
Grading the Dividend Kings That Matter 👑 (A to F)
The creator introduces a series ranking "Dividend Kings" (companies with 50+ years of consecutive dividend increases) from A to F, using dividend profile and a subjective "cheese factor" (business strength, moat, and personal conviction) as metrics. The first company graded is Walmart (WMT).
Sep 5, 2025
Stock Market Investing Strategy: How to Identify and Invest in Dividend Compounders
The creator outlines a strategy for identifying dividend compounders, emphasizing companies with monopolistic behavior, strong management with aligned interests, and a history of growing dividends. Alphabet (Google) is presented as a prime example of a stock the creator has invested in heavily, believing it to be undervalued with significant upside potential.
Sep 1, 2025
Broadcom, Salesforce, Lululemon + More (Weekly Earnings)
The creator discusses recent earnings reports, focusing on Nvidia's performance and the broader AI chip market. They also touch on Marvell Technology's earnings and the competitive landscape for AI data center chips.
Aug 31, 2025
20 Qualified Dividend Stocks Ranked: The Winners & Losers (Part 2)
The creator discusses two dividend stocks, ranking United Health as an "A" due to strong fundamentals and dividend profile, while expressing a negative outlook for Western Union due to declining financials and a stagnant dividend, despite its high yield.
Aug 31, 2025
The Best Qualified Dividend Stocks: Lower Taxes, Higher Income (Part 1)
The creator ranks qualified-dividend stocks for tax-efficient income and compares yield quality versus sustainability.
Aug 29, 2025
Defense Stock Investing Strategy: How to Build a Portfolio of Military Industry Compounders
The creator discusses their investment philosophy focused on dividend-paying compounders, particularly within the defense industry, citing personal experience and historical stock performance of companies like RTX and Huntington Ingalls Industries.
Showing 176-200 of 275 posts · Page 8 of 11