Archive - Compounding Dividends

Buy-Hold-Sell List Update September 2026

👋 Howdy Partner,

Sep 9 • TJ Terwilliger

💸 David Einhorn Was Right About Tesla. So Why Did He Lose Money?

I recently wrote a 3-part series on Terry Smith.

Sep 7 • TJ Terwilliger

High Yield Update: 11.58% Total Return, 6%+ Yield

We launched the Compounding Dividends High Yield Portfolio in December.

Sep 5 • TJ Terwilliger

🏰 Who is Tom Gayner

Going to Omaha for the Berkshire weekend is always a great learning experience.

Sep 2 • TJ Terwilliger

August 2026

💸 The Calculus of Value

Today is Dividend Day.

Aug 31 • Compounding Dividends

155 stocks I'd buy before Nike

On Monday, we looked at why Nike stock has collapsed.

Aug 29 • TJ Terwilliger

ETF Portfolio Update: August 2026

What is the single most popular dividend ETF on the planet?

Aug 26 • TJ Terwilliger

💸 Who is really to blame for Nike's collapse?

Nike is all over social media.

Aug 24 • TJ Terwilliger

Best Buys August 2026

A new month, a new Best Buys List.

Aug 22 • TJ Terwilliger

Buy-Hold-Sell List Update August 2026

👋 Howdy Partner,

Aug 19 • TJ Terwilliger

💸 The Cathedral vs. The Casino

Today is Dividend Day.

Aug 17 • Compounding Dividends

Portfolio Update: Argan SA Being Acquired by Best Buy Candidate WDP

One of Our High Yield Portfolio companies is being acquired - Argan SA.

Aug 15 • TJ Terwilliger

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