Kenyon

@mitchkurkinn I just buy ownership into great businesses that can compound at a high rate for many years. I ignore all these categories. Most people should as well and stop trying to fit themselves into a box or some investing style.

What’s your investing style right now? A) Aggressive growth B) Dividend income C) Balanced D) Just trying not to lose money

@Dividend2Retire Yes, for research, but I don’t do anything

Do you check your portfolio every single day?

@NotA_Bull 0% since 2009. I invest once a month and have always been 100% invested. I’m not a portfolio manager, I’m a business owner so I buy ownership in businesses every month and leave them alone and let them compound.

What percentage of your portfolio is in cash?

@CarsonTalkMoney No point. Just buy $MSFT with new money and leave the other great businesses alone.

At what point would you trim / sell $GOOG to buy $MSFT?

@JustBlogBaby Maybe teams can upgrade by allowing players to get better. He’s only been a starter for one season.

3 free agent safeties that the Raiders should target to upgrade from Isaiah Pola-Mao. justblogbaby.com/3-free-agent-s…

.@champbailey talks who was the BEST DB and GOAT Corners! “#CharlesWoodson is the BEST DB to EVER play the Game” - @champbailey NEW EP: youtu.be/-5PnWtcsoQY?si…

youtu.be/psWFFtQhkW4?si… Top 5 stocks to to buy for the next decade.

@DividendTalks In 5 years $625 will seem like a steal. It’s currently $606 which is only 3% down from his purchase price.

Bill Ackman went $2B long $META at $625. Now it’s down ~30%. His view: “Deeply discounted. Huge AI upside.” Market today says he’s wrong. History says don’t bet against him. Who’s right this time?

@RentYourStocks $AVGO CFO talks about dividends every conference call so that’s not always true. Plus Jensen said that after 50% of FCF will be returned via share buybacks in dividends; up from 40% the year before. They get asked that question a lot so no big deal.

I don't know who needs to hear this but... When a CFO starts talking about dividends, it usually means the stock price is going lower. $NVDA

@Ashton_1nvests 1 hour

People will spend 100 hours researching a stock… But won’t spend 10 minutes listening to the company’s earnings call.

@drp825_ Every single month regardless of what’s going on in the market.

Do you feel more comfortable buying stocks when: They’re going up or They’re going down

@BoujeeFinances Plus don’t forget the numerous tax write offs you get from owing a home based business.

You file a 1040 for taxes because you work 2,080 during the year and the government takes half of it. Investing in a 401K and IRAs reduce this. Capital gains also have beneficial tax brackets. Don’t let them take half.

@KrisPatel99 $AVGO is the next “Berkshire” (kind of) because Hock Tan strategically buys companies to put under its umbrella. That green line is when I first started buying Broadcom 6 years ago and haven’t stopped.

I would much rather see $NVDA buy equity stakes into a bunch of other Tech compounders and see it become the next Berkshire Hathaway. $NVDA biggest challenge is going to be the eventual slowdown in growth from the law of big numbers and the multiple re-rating that will eventually follow... BUT by being an equity investor in other high growth, non-cyclical businesses they could generate tremendous shareholder value.

@Baltimore_MJD Maxx does his podcast once a week. That was the fist time he spoke on it since it happened. He’s not dragging it out. He just explained what happened. That’s it. That’s the last time he’ll probably speak on it. It’s good to hear from his perspective and he didn’t dog anybody

I really thought this whole Crosby and Ravens saga was over. Honestly felt bad for Maxx after the trade fell through and how it happened. But now that he’s dragging this thing out in the media I really don’t feel bad at all. You say you’re happy to be a Raider and want to finish your career there, so stop playing victim and move on.

@1000xStocks The only one close to $NVDA over the last 5 years in that category was $AVGO and it’s not even in the mag 7

If you invested $10k into each MAG 7 stock and held for 5 years… here’s where you’d be today: $NVDA: 1,325% → $10K = $142,500 $GOOG: 199% → $10K = $29,900 $META: 116% → $10K = $21,600 $AAPL: 112% → $10K = $21,200 $TSLA: 82% → $10K = $18,200 $MSFT: 73% → $10K = $17,300 $AMZN: 38% → $10K = $13,800 $NVDA alone returned more than 3x the second best stock. $AMZN underperformed even the index, which returned 72%.

NVIDIA $NVDA CEO JENSEN HUANG JUST SAID: - Nvidia will spend 50% of its free cash flow in 2026 on share buybacks and dividends

@Investmentkage If you don’t feel wealthy at 29 with a $5 million net worth, you will probably never feel wealthy

Me and my partner have a net-worth of 5 million. We are 29 and still feel far behind. At what point do you start to feel wealthy?

If the Eagles were to trade A.J. Brown prior to June 1st, Philadelphia would take on a dead cap charge north of $40 million in 2026. By waiting until after June 1st, the dead money incurred would drop below $20 million for 2026. More with @tyschmit: 🎧 open.spotify.com/episode/5KXEaA…

@MoneyJrod Not everybody who owns individual stocks fit into that category.

Here’s a fact The ones buying and holding total market index funds are doing much better than those with individual stocks or pretty much anything else We’ll keep buying. They’ll keep panic selling and we’ll be wealthier on the other side Volumes have been written on this

@NoLimitGains People sell stock for many different reasons. They all could have bought dream homes or new boats. Bezos sells $AMZN stock all the time. I sold some $NVDA last year to take my family on vacation to the Dominican Republic.

Jensen Huang at GTC yesterday: “I see at least $1 trillion in revenue through 2027.” Nvidia executives over the past 12 months: sold over $1.7 billion in shares. Watch what they do, not what they say.