Compounding Dividends

Compounding Dividends

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Compounding Dividends
Compounding Dividends
Locking in 9% Dividend Growth, 11% Return Potential.
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Locking in 9% Dividend Growth, 11% Return Potential.

A compounder in a mission-critical industry that Wall Street is missing.

TJ Terwilliger's avatar
TJ Terwilliger
May 24, 2025
∙ Paid
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Compounding Dividends
Compounding Dividends
Locking in 9% Dividend Growth, 11% Return Potential.
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We’re adding a European Dividend Growth Stock to the Portfolio today.

It’s grown its dividend nearly 9% per year over the last five years. And it’s done that while reinvesting billions back into the business.

This company is the undisputed leader in a mission-critical industry - one that every building, every airport, every hospital relies on.

It’s been growing steadily for decades, fueled by high-margin recurring revenue, smart acquisitions, and a product line that upgrades itself every few years.

It’s capital efficient. Shareholder friendly. And run by executives who own millions in stock themselves.

And right now?

It’s trading at an attractive yield, well above its long-term average.
The earnings growth model points to 11%+ annual returns.

And the market is assuming dividend growth far below what the company has delivered for over a decade.

This is one of those rare businesses you can buy, hold, and forget - while it compounds quietly in the background.

Let’s walk through the full case and prepare our buy for Monday.

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