Sublime
An inspiration engine for ideas

1/ New investment ideas from VIC π
Incl: $IDT, $QRVO and $HUN
$IDT pitch:
β A founder-led company with an incredibly strong history of value creation.
β Every $1 invested in IDT in 2012 is worth over $35 today.
...π https://t.co/4PEzfzxmQA
In 2020 $UWMC made $3B. They used the money to invest in MSRs which have appreciated about $1B or so. They also paid out over $1B in dividends from cash flow. $5B of value created between dividends and book value over 3 years. Co. is poised for refi boom and only valued at $6.6B
Son of a Bichon (Humility and Gratitude)x.com



Here's a quality compounder / dividend growth stock you've never heard of...
Introducing: Badger Meter Inc. $BMI https://t.co/NFNah6tvLd
The following Dividend Growth Screen results in over 250 companies for research:
1) Company raised dividends for at least 5 years in a row
2) Sum of Dividend Yield and Dividend Growth > 12
3) Dividend Payout Ratio below 60%
Dividend Growth Investorx.comMy favorite Dividend growth stocks: ππ
$ASML ASML
Yield 1.16%
10Y Dividend CAGR 29.95%
$V Visa
Yield 0.73%
10Y Dividend CAGR 16.89%
$LOW Lowe's
Yield 1.89%
10Y Dividend CAGR... See more
TheNextInvestorx.com
Financing done right. Just look at some of these long-term notes $DHR secured. https://t.co/S6LsbhZT5W