DividendDev

Dividend Growth Investor

[DividendDev @DividendDev]

@AskCoachKev Lean

[Ed Zitron @edzitron]

Newsletter: Microsoft pulled back on over a gigawatt of planned data center capacity, suggesting that they do not think there is a growth future in generative AI. SoftBank, the only one that can afford to fund OpenAI, has to take out loans to do so.
https://t.co/o6BJdvtMWL

[Norgard @BrianNorgard]

If you want to put your dreams to sleep, consume lots of media.

[Mindset Machine  @mindsetmachine]

There’s two kinds of people in life…

[Dan Go @CoachDanGo]

If you want to double your energy levels in the next 90 days, read this:

[Dan Go @CoachDanGo]

· 10k steps a day
· Lift weights 3x a week
· 7-8 hours of quality sleep
· Eat a single ingredient nutrient dense diet
· Get .8 to 1 gram of protein per lbs of bodyweight

If you treat these as a lifestyle you'll never worry about getting out of shape ever again.

[Dan Go @CoachDanGo]

If you want the perfect mobility routine to un-f*ck your body, read this:

[Positive Side of 𝕏 @positivesideofx]

This is very interesting! 🧐

[Reads with Ravi @readswithravi]

6 timeless wisdom by Ratan Tata (1937-2024):

[Dan Go @CoachDanGo]

If you want to lose 20 lbs of fat in 90 days, read this:

[10-K Diver @10kdiver]

1/

Get a cup of coffee.

This is a thread that @ruima and I wrote jointly.

In this thread, we'll help you estimate how much "margin of safety" a company has when it's loaded with debt.

Understanding this will help you avoid Evergrande-type fiascos in your own portfolio.

[Dividends Growth Hustler 🇿🇦 @DividendIncome_]

Refuse to accept mediocrity.

Work so hard that the universe will have no option but to reward you with wealth.

Don’t settle!

[Codie Sanchez @Codie_Sanchez]

Underrated signs of a high performer:

• They hate small talk.
• Are not okay with wasting your time.
• Do what they say they’re going to do.
• Do it with urgency.
• Are obsessed, not just interested.

What am I missing?

[Dividend Growth Investor @DividendGrowth]

Find investments where:

1. Share price is flat over a long period of time ( >3 years)
2. Earnings per share have increased during that period
3. Dividends per share kept incresing during that period
4. Valuation multiples have shrunk

In my experience, this is a good setup

[DividendDev @DividendDev]

@retireearlyguy Sunday

[Vitaliy Katsenelson @vitaliyk]

Countries don’t degrade overnight; the change happens slowly, one loan forgiveness, one giveaway, one social redistribution at a time, and then it happens overnight. You wake up one day and don’t recognize the world around you.

A century ago, Argentina was one of the wealthiest countries in the world. Yes, you read that right. Buenos Aires was built by Europeans; it looks like Paris and is often called the Paris of Latin America. As its success went to its head, the socialists took over; they started to take past success for granted as a God-given right.

Argentina went from one of the richest countries to a poor one, enduring high-inflation bouts every other year. (I hope Milei changes its course.)

Nothing precludes us from becoming another Argentina. Absolutely nothing. Argentina’s decline did not happen overnight; it took decades.

Today, the US dollar’s status as the world’s primary reserve currency is what allows us to run insane budget deficits and do forgiveness giveaways – while the economy is not in a recession. But the “exorbitant privilege” accorded the US dollar is the fading legacy of our past success. Our current behavior is not worthy of the trust the world places in our currency. At the moment, the world doesn’t have better alternatives, but slowly, countries will start diversifying to other baskets of currencies or commodities. Again, these changes happen slowly, and then very fast.

https://t.co/U1Ip20a4jb

[Security Trybe @SecurityTrybe]

Leadership Vs Management

[The Investing for Beginners Podcast @IFB_podcast]

The Most Important Thing by Howard Marks: