Compounding Dividends

Compounding Dividends

Dividends Up. Buybacks Up. Our Returns? Also Up.

Earnings updates for two portfolio companies

TJ Terwilliger's avatar
TJ Terwilliger
Feb 15, 2025
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👋 Howdy Partner,

Two of our portfolio companies just reported earnings.

One is up 5% since we bought it. The other? Up 10%.

EARNINGS MAY 24, 2024 - THT Trader

That’s great. But here’s what really matters:

Both companies just raised their dividends. Both authorized share buybacks.

That’s money coming straight back to us - exactly what we want to see.

Let’s break down the numbers.

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