Dividends and Coffee

Investment criteria: Companies with growing Revenue & Earnings; Huge TAM dominated by duopoly; Business model scalable worldwide; Able management.

[Rich Greenfield, LightShed 🔦 @RichLightShed]

20 years of @Spotify $SPOT
Time flies @eldsjal @MartinLorentzon

[Dividends and Coffee @DividendsCoffee]

Hi @Spotify and @GustavS how do I remove an audiobook I no longer want in my Library.
When I click on the book there’s no option to remove it, it’s like it’s stuck here

[Charlie Bilello @charliebilello]

In August 2020, Exxon was removed from the Dow and Salesforce was added to the index.

Total Returns since...
Exxon $XOM: +396%
Salesforce $CRM: -39%

[Triple Net Investor @TripleNetInvest]

JUST IN: Bill Ackman's Pershing Square has failed to beat the S&P 500 over the last 5 yrs

-SPY: +73%
-Pershing Square: +65%

All that DD and work just to underperform a passive index fund

It's a reminder that it's VERY difficult to beat the S&P 500 over a long time horizon

[App Economy Insights @EconomyApp]

$SPOT Spotify just keeps scaling.

• 751 million MAUs
• 290 million Premium subs
• Premium subs nearly 10× since 2015

The audience is built.
The economics come next.

[Charlie Bilello @charliebilello]

$10,000 invested in Google at its IPO in August 2004 is worth over $1.3 million today.

"I'm not buying (Google IPO). It's not likely to appreciate a lot in the near future or maybe even the long future." -Steve Wozniak, Aug '04

$GOOGL

[Jon Erlichman @JonErlichman]

Warren Buffett’s net worth:

Age 95: $150 billion
Age 85: $90 billion
Age 75: $60 billion
Age 65: $25 billion
Age 55: $4 billion
Age 45: $500 million
Age 35: $80 million
Age 25: $400,000

*inflation adjusted estimates

*donated +$60 billion since 2006

[Dividends and Coffee @DividendsCoffee]

@harleyf Billion dollar brand in the making?

[Dividends and Coffee @DividendsCoffee]

On Netflix’s Q4 2025 Shareholders letter: 875x return since May 2002. $NFLX

[Dividends and Coffee @DividendsCoffee]

Wow! Just $1k investment…🤣
That's why Satellite holdings can be such powerful additions to our portfolio.

[Jon Erlichman @JonErlichman]

Value of $1,000 invested a decade ago:

Nvidia: $250,311
AMD: $95,603
Shopify: $67,277
Tesla: $30,963
Broadcom: $25,920
Apple: $10,670
Microsoft: $9,137
Alphabet: $8,897
Netflix: $8,124
Amazon: $8,100
Meta: $6,638
Oracle: $5,465
Adobe: $3,866
Salesforce: $3,571
IBM: $2,404

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Tomorrow is Warren Buffett's last day as CEO of Berkshire Hathaway.

Buffett took the stock from $19/share in 1965 to $750,000/share today, up +3,950,000%.

Congratulations to the best investor of all time.

[Charlie Bilello @charliebilello]

Total Returns over last 10 years...
S&P 500 $SPY: +288%
Disney $DIS: -0.02%

[Dividends and Coffee @DividendsCoffee]

Am I worried about the relatively high concentration in the top 10 stocks of the S&P500?
Not really. There is a precedent! Back in 1964, the top 5 holdings in the S&P 500 index represented 27.6% of the index and it didn’t result in a crash. #magnificent7
Credit Jason Capul.

[Charlie Bilello @charliebilello]

The top 10 holdings in the S&P 500 now make up over 40% of the index, the highest concentration on record.

Video: https://t.co/yMbgNSJB1C

[Dividends and Coffee @DividendsCoffee]

@qualtrim This is good data but the texts are just too small to see. Would you be so kind to make them larger please? 🙏🏻

[Charlie Bilello @charliebilello]

Total amount wagered on sports in the US...
2024: $148.7 billion
2023: $121.1 billion
2022: $93.7 billion
2021: $57.5 billion
2020: $21.5 billion
2019: $13.1 billion
2018: $6.6 billion

[Dividends and Coffee @DividendsCoffee]

@Hellmania Been waiting for this feature!

[Jon Erlichman @JonErlichman]

Estimated profit growth in next 5 years:

Palantir: +710%
Uber: +347%
Shopify: +307%
Spotify: +297%
Tesla: +244%
Nvidia: +169%
Netflix: +140%
Amazon: +135%
Microsoft: +105%
Alphabet: +75%
Meta: +71%
Apple: +37%

(Current average analyst estimates)

[Jon Erlichman @JonErlichman]

Value of $15,000 invested 15 years ago:

Bitcoin: $35,389,500,000

Nvidia: $9,514,615

Tesla: $4,054,008

Broadcom: $1,870,773

Netflix: $1,119,032

[Dividends and Coffee @DividendsCoffee]

@SCHDETF Well done! 👍🏻 love the progress!

[Dividends and Coffee @DividendsCoffee]

AustralianSuper CEO on investing in the U.S. economy: It's a win-win sit... https://t.co/RKWqPlzYar via @YouTube
#AustralianSuper