TheDividendEscape

What stock or ETF is buy and hold forever to you? Mine is $SCHD

@BrutusVTI I would need a second job!

The investing swear jar. Whenever something at work makes you swear, invest $10. Buy your way out of the environment causing you to swear. Some of y’all might need to open margin accounts. 😆

@Kalshi Yes!!

JUST IN: 30% chance Tesla and SpaceX merge within the next year

🚨BREAKING: The White House hints at something massive ‘COMING SOON’ Any ideas?

@padron_elvis Yes it does! It would have been nice to get some discounted $SCHD 😢

@DividendEscape Sucks.

$SCHD has decided not to participate in this market downturn 😂

@AlexMil92241944 @SawyerMerritt @DivesTech If the combined companies create a monopoly they won't allow it

@DividendEscape @SawyerMerritt @DivesTech They definitely wouldn’t, simply because politicians will pander about stopping the rich from getting richer or some shit

Wedbush analyst @DivesTech in new $TSLA note: "We continue to believe that SpaceX and Tesla will eventually merge into one company in 2027 with the groundwork already in place for both operations to become one organization. Tesla already owns a stake in SpaceX after the company’s $2 billion investment in xAI got converted to SpaceX shares following SpaceX’s acquisition of xAI earlier this year initially tying both of Musk’s ventures closer together but still represents <1% of SpaceX’s expected valuation. The recent announcement of a joint Terafab facility between SpaceX and Tesla further ties both operations together making it more feasible to merge operations given the now existing overlap being built out across the two with this the first step. While there are plenty of regulatory hurdles from the FTC and DOJ, this remains Musk’s end goal by owning 25% of TSLA over time as it enters the most important growth chapter in the company’s history. Musk wants to own and control more of the AI ecosystem and step by step the holy grail could be combining SpaceX and Tesla in some way to give the connected tissue between both disruptive tech stalwarts looking to lead the AI Revolution."

@garyblack00 Has there ever been a large merger like this allowed by regulators?

I asked Grok to summarize my posts on a potential $TSLA/SpaceX merger over the past week, a prospect about which I remain deeply skeptical: For $TSLA bulls hoping for a TSLA/SpaceX merger (in either direction), the math strongly suggests it would be highly dilutive and value-destructive for TSLA shareholders. - A TSLA acquisition of SpaceX at similar $1.5T valuations would combine the companies at a blended ~100x EV/EBITDA multiple (the lower of the two). This creates an immediate ~20-25% reduction in TSLA value due to the classic “conglomerate discount,” where the market applies the lowest common multiple rather than a blended one. Financial history is full of examples (RJR/Nabisco, GE, Time Warner, Gulf & Western, Sara Lee, Fortune Brands, etc.) where unrelated businesses with different growth profiles and multiples trade lower post-merger. - The reverse (SpaceX buying TSLA post-IPO) is equally unrealistic. SpaceX IPO buyers would be furious about massive near-term dilution to acquire TSLA, and institutional investors would likely avoid the IPO altogether if that was the plan. Recent precedent like Netflix’s failed Warner Bros. Discovery pursuit (stock dropped ~30%) shows how much shareholders dislike equity-funded acquisitions. - In my 30 years as a professional investor I have rarely seen post-merger companies trade at “blended multiples” based on the weighted avg of the underlying companies’ respective multiples and growth prospects. With conglomerates, the lowest common multiple generally wins out. Bottom line: A TSLA/SpaceX merger is a solution in search of a problem. It’s dilutive, would be unpopular with shareholders, and therefore unlikely to happen. The two companies are better off remaining separate and TSLA shareholders who want exposure to SpaceX should just sell a % of their TSLA shares to buy SpaceX shares.

@ModernDayInves It's how fortunes are made!

Continuing to buy as your portfolio goes down, is a super power.

The $VIX is still sitting at $27.44. With all the volatility in the oil markets and uncertainty it should be higher 🤷

@unusual_whales So they want energy-site strikes? 😒 🤔

Iran has not requested pause on energy-site strikes, per WSJ

@Pure_Calls @Mr_Derivatives Yeah very true...time will tell 🤷

@DividendEscape @Mr_Derivatives Give it until the morning 🙃

Futes:

@WhiteHouse This movie is starting to feel a little on point

🤫

@veganxfairy You know your hot right?

lowkirkenuinely just need some surface level validation. can someone tell me i’m pretty? please?

@ducksays I was asking grok about payouts and was saying $30 or so for 3.5M impressions. I just used that as a reference point to make an educated guess

@DividendEscape are you assuming roughly $1/ 100k? or you just threw out a random guess lol

tomorrow is my first payout! how much do you think i'll get?

@ZaherTPI Yeah good point

@DividendEscape Well they are green now

FUTURES MARKET SLIGHTLY GREEN ✅ $SPX $NASDAQ $SPY $QQQ $DIA $VIX

@outthered Congrats 👏

Amazed to have reached 1300 followers 🎉 Thanks to everyone who contributes to this amazing community. Let’s keep stacking 🧱