Archive - Compounding Dividends

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

💸 Selling Everything Else to Chase AI

Today is Dividend Day.

Jul 27 • Compounding Dividends

Two More Q2 Earnings Updates

Two more of our companies have reported results this week.

Jul 25 • TJ Terwilliger

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

💸 Momentum, Value, and a $53 Billion Offer For PayPal

Last week I wrote all about Terry Smith changing his strategy.

Jul 20 • TJ Terwilliger

Your Advantage Over Wall Street

Welcome to the final part of our series on the passive market distortion.

Jul 18 • TJ Terwilliger

Who Will Buy If Passive Sells?

Welcome back to Part 2 of our series on the structural shift happening in the stock market.

Jul 15 • TJ Terwilliger

Why Terry Smith is Changing His Strategy

Terry Smith made a lot of waves with his latest investment letter.

Jul 13 • TJ Terwilliger

Best Buys July 2026

A new month, a new Best Buys List.

Jul 11 • TJ Terwilliger

Buy-Hold-Sell List Update July 2026

👋 Howdy Partner,

Jul 8 • TJ Terwilliger

👀 Live In Just Hours

Hi investor 👋

Jul 7 • Compounding Dividends

💸 Is Elon Musk Actually Rich?

Right now, people are fascinated with Elon Musk’s net worth.

Jul 6 • TJ Terwilliger

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