Panos Invests

@novonordisk’s Wegovy HD (semaglutide 7.2 mg) got US approval last week 🇺🇸 No approved competitor consistently beats ~20.7% weight loss. Strong fundamentals… yet the stock keeps slipping 📉 AGM on Mar 26 — I like it at these levels 👀 Is the market underestimating $NOVO here? #stockmarket #dividendinvesting

@European_DGI It is quite appealing at this price level, below €30 would be very hard to ignore

Fuchs Se (big in lube) hiked the dividend by 5% last week, making it their 24th consecutive hike 💪 Almost dividend aristocrat status 🤞 Discl: no position

Earlier this week, @RealtyIncome announced a strong partnership with @apolloglobal 🤝🏻 $APO invests $1B for a 49% stake in a $2B retail net lease joint venture (~500 properties 🏬) $O retains 51% control + a call option after year 7 at 6.875% IRR Cheaper equity = more #dividend firepower 💰 Is Realty Income the cornerstone of every dividend #portfolio? 📊 #stockmarket #reit #dividendinvesting

I’ve been following @Unilever ( $UNA / $ULVR ) since I started my DGI #portfolio in January — a true #dividend darling. At ~€53/share, it’s starting to look quite attractive to initiate a position, but the potential split of the business is holding me back. What’s your take on #Unilever? #stockmarket #dividendinvesting

Another red week 📉 $SPY down >5% in 2026. Long-term #investors don’t panic — they look for opportunities. $MSFT (-19.26% YTD) back to levels not seen in a year. Are you buying the dip? #stockmarket #spy #invest

#Portfolio update 📊 • Sold $EVO after the 100% dividend cut • Reallocated the capital to $VICI VICI Properties is now my second-largest position. What are you buying this week? 📈 #stockmarket #investing

@European_DGI It took me less than two minutes to exit my position after the alert from @Quartr_App. No dividend, no place in my portfolio 👋🏻

Pretty much Evolution Gaming’s management under pressure from god knows whomever…

@Spsk2000 @Evo_global If you’re looking at Evolution as a growth play, the stock is down 27% over the past year and 52% over five years. The increasing dividend was the only reason to build a long term position in the company 🤷🏻‍♂️

@panosinvests @Evo_global It is always about maximizing shareholder value. Companies paying dividends have nowhere else good to place their cash. Nothing is written in stone. And being able to change is a good thing.

$EVO: no #dividend for 2025. I’m out. Closed my @Evo_global position and reallocating to companies where dividends are core to the strategy. Lesson learned. What are you doing with your shares? 👇🏻

@T_deGraauw @Evo_global How do you place confidence in a management team that makes such a sharp U-turn on its distribution policy? It’s hard for me to invest in companies that can pivot so drastically.

@panosinvests @Evo_global I stay invested. Waiting for the follow-up statement about the capital allocation

I’m curious, how do you build trust in a management team that flips its distribution policy so dramatically? If your strategy is more growth-focused and less about dividends, I can understand. Personally, I find it hard to invest in companies that can change their plans so drastically.

@panosinvests @Evo_global Increasing.

@Leonardo9615 @Evo_global I only pay 15% tax when dividends are actually distributed—that’s it. The company has completely overhauled its distribution policy. And if you’re looking at Evolution as a growth play, the stock is down 27% over the past year and 52% over five years. Good luck with that 😂

@panosinvests @Evo_global ahahaha your strategy is pay tax 🤣 This is the best news for real investor

Since Monday, my #portfolio has been going down 📉 Let’s assume it keeps dropping — days, weeks, maybe even months. What to do? • Revisit your thesis • Check your conviction • If nothing changed → buy cheaper Play the long game. Actually… the looooong game. #stockmarket #invest

The AI trade is starting to look… circular 🤖 #OpenAI → buys from $NVDA NVIDIA → invests in OpenAI Money flows in a loop. Valuations follow. Meanwhile, NVIDIA is the one printing cash. How sustainable is this? #stockmarket #investing

I’ve tested a few #AI tools for #portfolio analysis, #investing ideas, and earnings summaries. I keep coming back to @perplexity_ai. Disc: I have #PerplexityPro via my #Revolut Metal subscription. What AI tools are you using?

This week’s issue of my #investing newsletter is out 📬 I share my latest thoughts on markets and my portfolio. Would love your feedback 👇🏻 panosinvests.substack.com/p/week11-2026 #Substack #investing #stockmarket