Compounding Dividends
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High Yield Turnarounds: Earnings Update
A lot of investors look at a high dividend yield as a warning sign.
Aug 12
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TJ Terwilliger
132
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HALO Stocks: Earnings Update
The AI boom has caused some serious changes in the stock market this year.
Aug 10
•
TJ Terwilliger
139
1
Dividend Growth and Secular Tailwinds
If you need income now, high yield stocks are the way to go.
Aug 8
•
TJ Terwilliger
129
7
What the Tour de France Can Teach You About Investing
Every July, the Tour de France takes over my house.
Aug 5
•
TJ Terwilliger
145
2
1
💸 Down 15% on earnings: Panic or opportunity?
👋 Howdy Partners,
Aug 3
•
TJ Terwilliger
112
1
3 Businesses Doing What They Promised
So far in 2026, the S&P 500 has been anywhere from -7.5% to +11.2%.
Aug 1
•
TJ Terwilliger
92
July 2026
Earnings Reports From 2 Cannibals
In the current market, it’s easy to get distracted by huge projected profits from AI bottlenecks, like in semiconductors:
Jul 29
•
TJ Terwilliger
129
2
1
💸 Selling Everything Else to Chase AI
Today is Dividend Day.
Jul 27
•
Compounding Dividends
129
1
Two More Q2 Earnings Updates
Two more of our companies have reported results this week.
Jul 25
•
TJ Terwilliger
119
1
Q2 2026 Earnings Updates on Two Companies
Earnings season is in full swing, and two of our holdings just reported Q2 results.
Jul 22
•
TJ Terwilliger
105
💸 Momentum, Value, and a $53 Billion Offer For PayPal
Last week I wrote all about Terry Smith changing his strategy.
Jul 20
•
TJ Terwilliger
130
1
3
Your Advantage Over Wall Street
Welcome to the final part of our series on the passive market distortion.
Jul 18
•
TJ Terwilliger
97
9
4
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