ADividendGrowingMarcus

855 posts

ADividendGrowingMarcus

ADividendGrowingMarcus

@ADrunkenMarcus

$AZN $BRSC $DGE $DPLM $DPP $EVO $KNEBV $MA $MYI $ROR $RSW $SPX $ULVR Seeking MOATS (CROIC) and growing dividends

Katılım Aralık 2022
353 Takip Edilen66 Takipçiler
ADividendGrowingMarcus retweetledi
Katie
Katie@ALadyNamedKatie·
I know this might not be a huge deal to others but I’m officially 22 months sober and I’m feeling really proud of myself. I truly never thought I’d make it this far.
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ValueTalks
ValueTalks@gabz_investor05·
I am sorry if I'm being repetitive. I can't live peacefully while this madness is playing out. Had to buy more Mastercard today at $497 with a DXY of $97.7 - giving me solid 7 pennies-on-the-dollar compared to yesterday People who bought in 2022 at the bottom (28x ttm P/E) have been well rewarded I also discussed my new thesis with #claude & #gemini - I asked them "am I right to count on a historical pattern where financials and software as low-risk and high-margin businesses have been the first to fall before the broader market fell" - They logically backed my thesis. I also asked them "is it possible for those two sectors to kinda lead the way up or even be inverse-market if we get a broader weakness as mid-terms are nearing" 👇🏻 We came to one conclusion: as a 20 year old investor, it is much more reasonable to buy companies like Mastercard since they are already heavily compressed. The risk of being underwater for a few months while buying more & averaging down is greater than waiting out of fear and missing out on a slingshot when it happens. $MA $IGV $XLF
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Prosper UK
Prosper UK@Prosper_UK_·
John Major is right: successive governments have failed young people. Too many problems have been pushed onto them: unaffordable housing, weak growth, student debt, climate change, and a pensions system that politicians are too nervous to discuss honestly. We won’t pretend there are easy answers. But we are working with experts on serious, long-term policies to give young people a better chance in life than they have today.
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Silver miner
Silver miner@johnnylightnin·
@Armita69930Liz @GreatBig_Sea I just but $35000 in to Brookfield stock in Ampril 2026....) $BAM and $BN ....where do you see me in 10 years? And where do you see you?
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Richard | £1M Journey 🇬🇧
Richard | £1M Journey 🇬🇧@Therichardralph·
Controversial UK investing take: Buy-to-let property is massively overrated in 2026. High taxes, maintenance headaches, terrible liquidity, and better returns available in the stock market with 5 minutes a month. I’d rather stack global ETFs in my ISA. Agree or disagree?
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ADividendGrowingMarcus
ADividendGrowingMarcus@ADrunkenMarcus·
@TBstockinvestor I still have a small holding and hope for a longer term recovery. Sadly I bought early in 2021 and had over 100% profit in twelve weeks…but didn’t sell!
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The dutch stocktrader
The dutch stocktrader@TBstockinvestor·
Even during after a bad quater i don't think evolution gaming $evo $evvty will go below 600 sek. The company is still making a solid 1b in profit PA. Unless they lose their competive advantage it does not make sense for a company lik this to be priced sub 15x profit.
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ADividendGrowingMarcus
ADividendGrowingMarcus@ADrunkenMarcus·
@100kDiary I upgraded from a 19 year old car worth £500 to a 9 year old car worth £4,700! In cash. 💪 I’m hoping it lasts ten years or more.
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🇬🇧 Chris | The £100k Journey
Unpopular opinion: Buying second hand is the biggest flex in personal finance. Second hand car. Facebook Marketplace furniture. Vinted clothes. Refurbished phone. The person buying a 3 year old BMW for £15k cash is wealthier than the person leasing a new one for £500/month. Letting someone else take the depreciation hit and buying their stuff at half price is the smartest money move nobody talks about. Agree or disagree? 👇
🇬🇧 Chris | The £100k Journey@100kDiary

Unpopular opinion: Leasing a brand new car is the most financially illiterate thing normalised in the UK. You're paying £500/month for something that loses 40% of its value by the time you hand it back. Then you sign up for another one. A £5,000 used car does the exact same job. Gets you from A to B. Doesn't care about your ego. The difference over 10 years? Roughly £60k. Your car isn't a flex. It's a monthly donation to a dealership. Agree or disagree? 👇

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David Hearne, CFP™
David Hearne, CFP™@dontdelay·
Attempts at explaining triple lock #87 You’re at the pub with friends Every hour the price of a round increases The first round costs less and not everyone has arrived yet. Result. That was current pensioners when they were working. As the night goes on the price keeps rising but not enough to worry about and everyone’s having a good time Towards the end of the night more people show up, expecting a drink despite them now being more expensive It’s the last round and the person who bought the first round is demanding drinks from everyone else because ‘they bought the first round’ and why not throw in shots too It’s now the end of the night the young person who’s been buying drinks all night is told the bar is closed.
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Daniel Pronk
Daniel Pronk@PronkDaniel·
If $BAM / $BAM.TO hits its 5-year targets, then it could offer 20%+ annual returns from here if DRIPed. 4.5% dividend, 17% annual earnings growth, historically has traded for 25X+ earnings.
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ADividendGrowingMarcus
ADividendGrowingMarcus@ADrunkenMarcus·
@moneyandmore72 I exited and ended up binging the proceeds in $DPLM, which is up about 19% since. The trust had such promise but disappointed.
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Andrew 🇺🇦
Andrew 🇺🇦@moneyandmore72·
Smithson $SSON (Fundsmith) - Moved from being an investment trust to an open-end fund. The website for the open-ended fund has no past performance data (the trust underperformed by 2.7% annualised over 7.25 years). Circa £1bn exited on conversion. 🤔 1/n fundsmith.co.uk/sef/factsheet/
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ADividendGrowingMarcus
ADividendGrowingMarcus@ADrunkenMarcus·
@londonHenryGB Expenditures are pre-programmed to rocket due to the demographic changes, including state pension, sickness benefit and NHS funding pressures. The population isn’t just ageing but is ageing in ill health.
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London HENRY 💷
London HENRY 💷@londonHenryGB·
Welfare spending has overtaken tax revenue for the first time in UK history. The Treasury raised £331bn in income tax last year, while the state spent £333bn on welfare.
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Joe Allen
Joe Allen@Joe___Allen·
Closing in on two golden decades.
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James Philips
James Philips@JamesP728·
Happy first day of the new tax year 🥳 ISA allowance reset Who’s ready to invest some money?! 🥳
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