Tango Lima

📈 Documenting the road to $10k/month in dividends | $SCHD $VOO investor | Daily investing truths + history facts | Follow for the boring path to wealth

[Tango Lima @Tangolimax]

Fortinet $FTNT stock is down about 25% in after-hours trading despite beating Q3 earnings: EPS $0.91 vs $0.86 expected, revenue $2.08B vs $2.06B expected

[Tango Lima @Tangolimax]

The Fed held rates at 3.75%-4.00% today in a 10-2 vote, with two officials dissenting in favor of a HIKE

[Tango Lima @Tangolimax]

Chipotle $CMG stock is up about 7% in after-hours trading after Q3 earnings: EPS $0.27 vs $0.29 expected, revenue $3.29B

[Tango Lima @Tangolimax]

@bespokeinvest October reports keep showing up on that worst-days list — 2022 and 2023 already. Past 9.77% tomorrow and I'm watching a new record, and as a VOO holder I feel that one too.

[Tango Lima @Tangolimax]

@KobeissiLetter Nearly -20% on one Q3 miss tells me how priced-in the good news was. I'm not chasing that dip, I want to see if the numbers actually reset expectations first.

[Tango Lima @Tangolimax]

Alphabet $GOOGL stock is down about 9% in after-hours trading after Q3 earnings: EPS $2.12, revenue $127.6B up 25% year over year

[Tango Lima @Tangolimax]

Microsoft $MSFT beat fiscal Q1 earnings today: EPS $4.89 vs $4.71 expected, revenue $92.3B vs $90.59B expected, with Azure revenue up 48% year over year

[Tango Lima @Tangolimax]

I've been watching AVGO's revenue climb for 5 years:

$27.4B → $89.1B today → ~$233.6B projected by 2028

Stock went $41.51 (2022 low) → $351.81, up 2.8% today.

The revenue never stopped climbing. $AVGO

[Tango Lima @Tangolimax]

Takeaway: SCHD = 10-year track record + quality score + top 100, reset every March.

Do you check how your ETF picks stocks, or just the yield?

[Tango Lima @Tangolimax]

Most people buy SCHD without knowing how it picks stocks. Here's the machine inside it 👇

[Tango Lima @Tangolimax]

That's why SCHD feels different from a high-yield fund. It screens for companies that can keep paying, not just companies paying the most today. Cost: 0.06% a year.

[Tango Lima @Tangolimax]

@GlobalMktObserv $1.7T in backlog and they're still trailing the S&P's +11.37% — that's the tell for me. The market isn't doubting demand, it's doubting what's left after $600B of capex.

[Tango Lima @Tangolimax]

@unusual_whales I'm not relaxing about a hold when Cook and Hammack wanted a hike and next month already has 86% odds for another one.

[Tango Lima @Tangolimax]

GE HealthCare $GEHC stock is up more than 7% today after beating Q3 earnings: EPS $1.34, revenue $5.51B up 7.2% year over year, and the company raised its full-year EPS guidance to $4.95-$5.05

[Tango Lima @Tangolimax]

Enterprise software face-off — who you got? 💥
🔹 $CRM — $241, $200B cap, P/E 21x. The steady giant, priced sane.
🔹 $NOW — $150, $164B cap, P/E 98x. Smaller, but priced for perfection.
Honestly? I lean CRM — 98x makes me nervous.
Your pick? 👇
#Investing

[Tango Lima @Tangolimax]

$GRAB Q2 revenue hit $997M, up 22%, and adjusted EBITDA jumped 54% to $168M. Stock at $2.76 today, up 1.3%, market cap ~$11.4B. Business keeps delivering, price still feels disconnected to me. Watching Nov 2 earnings closely.