"Dividend growth investing is a plan for builders and savers who understand, or want to understand, that the forces of time, modest and reliable growth, and compounding are on their side." Lowell Miller, "The Single Best Investment"

The Long Investor is one of the worst rabid antisemites on this platform masquerading as an investing account. Disgusting.

This portfolio, equal weighted: 🇺🇸 $GOOG Google 🇹🇼 $TSM Taiwan Semiconductors 🇨🇦 $BN Brookfield 🇨🇦 $FFH.TO Fairfax 🇸🇪 $INVE.B Investor AB

Fairfax $FFH.TO and Brookfield $BN carrying my portfolio today. Glad to have both as full long term positions.

I had to sell $BKNG after asking myself a simple question: Why would a smart AI agent pay a 15% toll to a middleman just to execute a transaction?

Picked up some $NOW here. Pray for me

$TSM earnings snapshot:

The concept of "defensive stocks" never made sense to me. If you want "defensive income" simply buy bonds. Why invest in zero growth consumer staples yielding 3% or 4%, especially if you're younger than 70?

I’m not an $AMZN hater by any means I think it’s a great hold for the next 5 years personally However, it seems like the people of X love it so much right now simply because it’s a Mag7 name that only went up ~5% all of 2025

Absolute bomb quarter from Amazon. AWS growth back at 20%, profits way up, and guidance looking strong for the holidays. Everything’s clicking again, margins, cash flow, all of it. Long $AMZN.

Wait, what? the entire brokerage sector down heavily today because a shitco called "Bullish" just IPO'ed? $IBKR $HOOD $SCHW

Haha $NVO my only green name pre market

$NVO The system simply won't work if the actor who spends resources on R&D cannot reap the eventual rewards. The U.S has the foremost interest to maintain that system. $HIMS goes beyond disrupting that system: it unlawfully destroys it. $HIMS is a rogue actor.

Some mouthwatering figures if you ask me. $NVO

The September 2025 EVOKE/EVOKE+ Phase 3 readouts of oral semaglutide results in early Alzheimer’s Disease patients would be the first large GLP‑1 trials aimed at disease modification. If positive it could unlock a new neurology franchise for $NVO. The market clearly ignores this.

If the S&P 500 posts three straight years of 20%+ gains, I’m going all cash. Did we learn nothing from the Roaring Twenties and the crash that followed?

Yeah investing is interesting and a really cool hobby. But young people (20s-30s) should really focus on generating income, this is far more important than obsessing over micro-management of a modest stock portfolio.

One week ago the entire fintwit was obsessed with a stock named $OSCR. Not anymore, it seems. Meanwhile I just keep buying $PGR at these levels. I like my compounders cheap and boring.

$HON doing very well, hit an all time high today. I still believe its breakup in 2026 will unlock massive value for shareholders similar to the case of $GE. Honeywell is still incredibly cheap when compared to aeronautics peers. Disc: long $HON, not financial advice

June Performance. YTD: 9.03% Best MTD: $AVGO 14.3% $META 14.22% $KLAC 12.78% Worst MTD: $CME (3.38%) $ITRN (3.8%) $PGR: (5.3%) Bought: $NVO $CME $PGR $SOBO $LYB Closed: $ENB $CLBT $MSTY $ENFR Monthly Dividends: $2,183

REITs as a sector have been consistently underperforming since 2015. Gone nowhere in over a decade. Yet Seeking Alpha authors keep pumping articles about them.