High-Quality Investment Ideas. Focused On Long-Term Dividend Investing. Not Financial Advice.
Joined May 2020
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"You borrowed $100,000 because you heard about 'the power of demonstration ' in a marketing book and wanted to show potential newsletter subscribers what a good stock picker you are?"
"Yes, Dave."
"And how much is this newsletter?"
"Free."
daily-dividend.beehiiv.com
The company has something of a monopoly in this sector, controlling over 90% of the outsourced cruise ship spa market and partnering with many recognizable industry names, including Disney, Carnival, Royal Caribbean, and Virgin Voyages.
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Dividends Forever retweeted
I got interested in investing ~10 years ago as a student and what’s been amazing is how much bigger the numbers have gotten.
Like how Meta was a $100 stock, Amazon was worth $300B or so, Netflix was $50B and was still mailing DVDs.
In 10 years the “oh this stock trades around $250” might look tiny compared to 2036 levels and valuation.
Not calling out any particular company but if you believe in American value creation it’s remarkable what can change in 5-10 years.
This week, the company announced a 16.4% dividend raise.
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The company has been in business since 1810 and recently announced an 11.7% dividend raise.
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All three businesses do share one commonality: they provide essential infrastructure services.
Let’s start with the biggest increase first.
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Pretty crazy that The Gorman-Rupp Company, a Dividend King that manufactures pumps, more than doubled in share price since 2025.
Not the type of business most would associate with those types of returns.
Dividends Forever retweeted
Went to dinner with a friend last night
We ordered green eggs and ham
The bill: $270
I paid with a crisp $500 bill
"Keep the change," I said to the servant
My dinner companion gasped
He knows I usually tip with a crisp $0 bill, especially when the waiter is so gross and sweaty
"Trust me," I said, whispering
Moments later, a film crew jumped out of the kitchen
"You're on Undercover Boss! The waiter is secretly the billionaire owner of the company!"
I knew it all along.
To thank me for the generous tip, the billionaire multiplied my money using a secret billionaire alchemy trick, giving me a $500,000 bill
The billionaire's name?
The Cat in the Hat
Dial “M” for “More dividends, please.”
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Dividends Forever retweeted
This week on the new CDI newsletter I take y'all through the ins and outs of creating your own leveraged portfolio of REITs, including:
- The advantages
- What to watch out for
- The best way to borrow
- What REITs I'd choose to leverage
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3 Dividend Investments I Would Buy If the AI Bubble Bursts
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Another story involves a nineteenth-century publicist who handed out pennies while walking with a client to a major contract negotiation. By the time they arrived, an enormous crowd was following them, making the client appear famous.
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The dividend increases keep rushing in, with three more companies announcing their latest raises. Today, we’ve got announcements from a car dealership operator, a specialty minerals producer, and a shipbuilder.
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Dividends Forever retweeted
The economics of a typical car dealership. Note how financing is pretty much all profit, and selling you the car is actually the least lucrative part of the business.
Why, unfortunately, the process will always suck for those of us who pay cash.
Dividends Forever retweeted
Re-watched Social Network for the first time in years
Crazy that Facebook was worth $25 billion when this came out in 2010
It’s $1.6 trillion today
Up a cool 64x in a little more than a decade and a half
Dividends Forever retweeted
$7/m² for this sea-view land on Koh Rong in 2018.
At the time, there was no road. I walked for an hour through the jungle from Sok San.
I didn’t buy it.
Around $100/m² now. Roughly 14x in 8 years.
Pretty good return to miss.
