Compounding Dividends

Compounding Dividends

Share this post

Compounding Dividends
Compounding Dividends
The Stock Is Nearly Cut in Half… But We’re Still Buying
Investment Cases

The Stock Is Nearly Cut in Half… But We’re Still Buying

TJ Terwilliger's avatar
TJ Terwilliger
Jul 26, 2025
∙ Paid
4

Share this post

Compounding Dividends
Compounding Dividends
The Stock Is Nearly Cut in Half… But We’re Still Buying
Share

At first glance, this looks like a disaster.

Sales are slowing.
Profits are under pressure.
And the stock is down nearly 50% from its highs.

Most investors took one look…
And ran the other way.

But not us.

Because when we looked under the hood, we saw something different.

A business with an ironclad moat - and Nick Sleep’s favorite business model.
A management team playing the long game.
And a plan in motion to double revenue.

The kicker?
It’s trading at half its usual valuation - based on short-term concerns.

We believe this could be one of those rare moments...
When the market gives long-term investors a gift.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Compounding Dividends
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share