Long duration US tech “was” the trade of the last decade. Look forwards not backwards. That trade is over. What will be the one to take over?

The power of dividend growth investing, not even 3 years in and the growth has been amazing #dividends. Btw, my first dividend payment for the year is tomorrow 🤑

When you get an entire segment of the business “for free” in a SOTP analysis 🚩

Mega cap stocks $200B+ that are down more than 30% for the year are basically the most consensus picks ever, everyone and their dog owns them...maybe not $TSM and $NVDA $APPL $MSFT $GOOGL $AMZN $TSM $NVDA $TSLA $META Granted, I do own $META 😂

$BRK has now outperformed the S&P500 (w/ dividends reinvested) over 1yr, 3yrs, 5yrs & 10yrs

Never invest in the next big thing:

The takes by $TSLA that these price cuts are good for Tesla are ridiculous. Be honest with yourself. Tesla of course did NOT want to do have to do this, and it signifies lower than expected sales and/or severe margin pressure, but...

Sold $OTIS today, good company just a bit richly valued at the moment.

Turns out the potato company has more pricing power than the "it's not a car company; it's a tech company" company

We are now on R170,000.00 (R170K) and it's January 2023. Let's continue to use different strategies. We thank God for the little and the big things He gives us. 🙏🏾

My biggest US holding just increased dividends by 50%🤯. $NXST that's a very nice surprise!

Would you rejoice if you could buy a shoprite apple instead of a woolworths apple for a price that's 30% higher? Probably not, but we get excited to buy lower quality products at higher prices when it comes to stocks🤔 Be careful out there fellow investors.

Sold my tractor supply $TSCO position. High quality companies just a bit too expensive at the moment😭

This was a good call after all $PPE 👏

Dividend Growers & Initiators... versus regular payers, versus the equal weighted S&P 500 index... versus dividend freezers... versus non-payers... versus dividend cutters & eliminators... per Ned Davis Research from 1972 to 2020.

Growth investors like stories, Value investors like price and Quality investors like businesses.

Hot (unpopular) take, $GOOGL seems somewhat fairly valued 🤷‍♂️

$UPST Revenue -40% for this “2021 Medalist” of scam & grift. Yes, MINUS 40%. Guide sucked. It now trades solely on the winds of short squeezers & degenerates, so who knows where they’ll take it? It’s a queef in a hurricane, could go anywhere. The numbers remain diarrh*ea-level.