Microsoft is noted as a historical compounder with strong financial metrics like EPS growth, dividend growth, and high returns on invested capital.
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Top 10 Dividend Stocks Super Investors Just Bought!
DividendologyJun 4, 2026
The creator discusses how to find investment ideas by analyzing the portfolios of "super investors" (those managing over $100 million). The video focuses on the top 10 most frequently bought dividend stocks by these investors, highlighting Broadcom (AVGO) as the number one pick. The creator shares personal success with AVGO and discusses its valuation and future earnings growth potential, particularly in the context of the AI boom.
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Meta Platforms is a buy due to its high projected earnings growth and low PE multiple, indicating market mispricing.
Visa (V) is mentioned as a stock held in the creator's personal portfolio, with about 6% allocation.
The Walt Disney Company has shown negative real returns over the last 10 years, with a dividend that has not recovered to pre-2020 levels.
United Health Group (UNH) is discussed as a controversial stock with concerns about a rising medical care ratio, declining free cash flows, and a high valuation despite recent challenges.
Comcast is presented as an attractive dividend opportunity with a 5.3% yield and 7.5% dividend growth, despite recent stock underperformance.
Nvidia is noted as the world's most valuable company, with its stock having doubled, yet still trading at a reasonable valuation.
Google's stock doubled due to strong EPS growth, expanding margins, and revenue growth, with the creator previously calling it the best opportunity in the market.
Broadcom (AVGO) is highlighted as the top dividend stock bought by super investors, with the creator sharing significant personal gains and discussing its strong future earnings growth potential.