Sublime

Didn’t take convincing, just asking with intention. Here are the notes I sent. (Narrator: everyone was interested in that.) https://t.co/rQZ9EvvO9w

Todd: “Warren, I have a new company that likely clears our hurdle. We used to own it back in 2011. We made a quick 50% on the stock. It’s Dollar General.” Buffett: … https://t.co/6j16vwZKmk

@Codie_Sanchez I prefer investing in blue chip dividend growth stocks These boring businesses have managed to grow their bottom lines for decades, have competitive advantages and also shower their shareholders with annual increases to their dividend payouts for many decades https://t.co/wXi37GYC7S

My favorite stock picks for 2024 Since the 1st of October my Portfolio outperformed the S&P 500 by 10%. But what about 2024? Here are some of my favorite stocks: https://t.co/ETxVPKvZAF

PRIVATE COMPANY DIVIDENDS This is one of my favorite annual emails, from a private software company that is CF positive and issues a yearly shareholder dividend. At this point, I've recovered a nice multiple of my original investment, all through these dividends over the past few years. Inv... See more

A CFO recently recommended we read DoorDash’s shareholder letters for a simple articulation of their capital allocation strategy and it’s now obvious to me why: this is such a user friendly way of explaining R&D investment in software and internet companies. Summary/notes: (1/) https://t.co/JzAvJBXCDE

Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade. Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more