Dividend Growth Investor
@dividendgrowth.bsky.social
I write about Dividend Growth Investing
www.dividendgrowthinvestor.com
www.dividendgrowthinvestor.com
I just posted the November 2025 Dividend Growth Investor Newsletter
www.dividendgrowthinvestor.org/p/november-2...
www.dividendgrowthinvestor.org/p/november-2...
November 18, 2025 at 7:04 PM
I just posted the November 2025 Dividend Growth Investor Newsletter
www.dividendgrowthinvestor.org/p/november-2...
www.dividendgrowthinvestor.org/p/november-2...
Oaktree has compiled and published the complete collection of all memos from Howard Marks
www.oaktreecapital.com/insights
www.oaktreecapital.com/insights
November 18, 2025 at 12:18 PM
Oaktree has compiled and published the complete collection of all memos from Howard Marks
www.oaktreecapital.com/insights
www.oaktreecapital.com/insights
Check the total returns performance of the companies being added:
November 17, 2025 at 10:56 PM
Check the total returns performance of the companies being added:
Check the total returns performance of the companies being deleted:
November 17, 2025 at 10:56 PM
Check the total returns performance of the companies being deleted:
Who's on your Mount Rushmore of dividend investors?
I'll start:
I'll start:
November 17, 2025 at 2:03 PM
Who's on your Mount Rushmore of dividend investors?
I'll start:
I'll start:
November 17, 2025 at 12:53 PM
Warren Buffett is the Chairman and CEO of Berkshire Hathaway
These are the companies in the US portfolio at Berkshire as of September 30, 2025
It's worth over $267 Billion and generates over $4.50 billion in annual dividend income
These are the companies in the US portfolio at Berkshire as of September 30, 2025
It's worth over $267 Billion and generates over $4.50 billion in annual dividend income
November 14, 2025 at 9:54 PM
Warren Buffett is the Chairman and CEO of Berkshire Hathaway
These are the companies in the US portfolio at Berkshire as of September 30, 2025
It's worth over $267 Billion and generates over $4.50 billion in annual dividend income
These are the companies in the US portfolio at Berkshire as of September 30, 2025
It's worth over $267 Billion and generates over $4.50 billion in annual dividend income
Warren Buffett will no longer be writing the Berkshire Hathaway annual report to shareholders
He will be writing an annual Thanksgiving report to Berkshire Hathaway shareholders from now on
I look forward to many years of this new tradition
He will be writing an annual Thanksgiving report to Berkshire Hathaway shareholders from now on
I look forward to many years of this new tradition
November 13, 2025 at 3:24 PM
Warren Buffett will no longer be writing the Berkshire Hathaway annual report to shareholders
He will be writing an annual Thanksgiving report to Berkshire Hathaway shareholders from now on
I look forward to many years of this new tradition
He will be writing an annual Thanksgiving report to Berkshire Hathaway shareholders from now on
I look forward to many years of this new tradition
Cisco Systems $CSCO peaked at $82/share in 2000, during the dot-com bubble
The stock price has still not exceeded that high after 25 years
At the same time FCF/share increased from $0.37 in 1999 to $3.32 in 2025
The stock has not exceeded its highs because the stock was overvalued in 2000
The stock price has still not exceeded that high after 25 years
At the same time FCF/share increased from $0.37 in 1999 to $3.32 in 2025
The stock has not exceeded its highs because the stock was overvalued in 2000
November 13, 2025 at 1:01 PM
Cisco Systems $CSCO peaked at $82/share in 2000, during the dot-com bubble
The stock price has still not exceeded that high after 25 years
At the same time FCF/share increased from $0.37 in 1999 to $3.32 in 2025
The stock has not exceeded its highs because the stock was overvalued in 2000
The stock price has still not exceeded that high after 25 years
At the same time FCF/share increased from $0.37 in 1999 to $3.32 in 2025
The stock has not exceeded its highs because the stock was overvalued in 2000
November 6, 2025 at 4:03 AM
November 4, 2025 at 5:55 PM
Fortis $FTS increased quarterly dividends by 4.10% to $0.64/share
This marks 52 consecutive years of increased dividends for this dividend king
This marks 52 consecutive years of increased dividends for this dividend king
November 4, 2025 at 4:08 PM
Fortis $FTS increased quarterly dividends by 4.10% to $0.64/share
This marks 52 consecutive years of increased dividends for this dividend king
This marks 52 consecutive years of increased dividends for this dividend king
I just posted the updated Dividend Portfolio Holdings for October 2025 for my premium newsletter
I invest roughly $1,000/month, in 5-15 attractively valued companies
I've been tracking this project since July 2018
Forward annual dividend income reached a new high of $3,581.67
I invest roughly $1,000/month, in 5-15 attractively valued companies
I've been tracking this project since July 2018
Forward annual dividend income reached a new high of $3,581.67
November 2, 2025 at 1:22 AM
I just posted the updated Dividend Portfolio Holdings for October 2025 for my premium newsletter
I invest roughly $1,000/month, in 5-15 attractively valued companies
I've been tracking this project since July 2018
Forward annual dividend income reached a new high of $3,581.67
I invest roughly $1,000/month, in 5-15 attractively valued companies
I've been tracking this project since July 2018
Forward annual dividend income reached a new high of $3,581.67
Twenty Dividend Growth Stocks That Raised Dividends Last Week
www.dividendgrowthinvestor.com/2025/10/twen...
www.dividendgrowthinvestor.com/2025/10/twen...
October 27, 2025 at 12:55 PM
Twenty Dividend Growth Stocks That Raised Dividends Last Week
www.dividendgrowthinvestor.com/2025/10/twen...
www.dividendgrowthinvestor.com/2025/10/twen...
This is so true
October 25, 2025 at 6:18 PM
This is so true
I am lovin' it
October 23, 2025 at 7:28 PM
I am lovin' it
Waste Connections $WCN hiked quarterly dividends by 11.10% to $0.35/share
The company has increased dividends every single year since going public in 2010
The company has increased dividends every single year since going public in 2010
October 22, 2025 at 11:18 AM
Waste Connections $WCN hiked quarterly dividends by 11.10% to $0.35/share
The company has increased dividends every single year since going public in 2010
The company has increased dividends every single year since going public in 2010
Four Dividend Growth Companies Raising Dividends Last Week
www.dividendgrowthinvestor.com/2025/10/four...
www.dividendgrowthinvestor.com/2025/10/four...
October 20, 2025 at 11:10 AM
Four Dividend Growth Companies Raising Dividends Last Week
www.dividendgrowthinvestor.com/2025/10/four...
www.dividendgrowthinvestor.com/2025/10/four...
Warren Buffett's farm and real estate investments can teach us a lot about investing
I often think about these lessons
I often think about these lessons
October 18, 2025 at 11:03 AM
Warren Buffett's farm and real estate investments can teach us a lot about investing
I often think about these lessons
I often think about these lessons
I often think about this
October 17, 2025 at 11:58 PM
I often think about this
US stocks have returned 10%/year
But that's on average, over the long run
This was based on a 4% yield and 6% price appreciation
The problem is that there have been extended periods of time with no price appreciation
1929-1954
1966-1982
2000-2012
But that's on average, over the long run
This was based on a 4% yield and 6% price appreciation
The problem is that there have been extended periods of time with no price appreciation
1929-1954
1966-1982
2000-2012
October 17, 2025 at 6:00 PM
US stocks have returned 10%/year
But that's on average, over the long run
This was based on a 4% yield and 6% price appreciation
The problem is that there have been extended periods of time with no price appreciation
1929-1954
1966-1982
2000-2012
But that's on average, over the long run
This was based on a 4% yield and 6% price appreciation
The problem is that there have been extended periods of time with no price appreciation
1929-1954
1966-1982
2000-2012
Four Dividend Growth Companies Announcing Raises Last Week
www.dividendgrowthinvestor.com/2025/10/four...
www.dividendgrowthinvestor.com/2025/10/four...
October 13, 2025 at 11:03 AM
Four Dividend Growth Companies Announcing Raises Last Week
www.dividendgrowthinvestor.com/2025/10/four...
www.dividendgrowthinvestor.com/2025/10/four...
I often think about this
October 10, 2025 at 3:51 PM
I often think about this
Lockheed Martin $LMT raised quarterly dividends by 4.50% to $3.45/share
This is the 23rd consecutive annual dividend increase for this dividend achiever
This is also the smallest dividend increase in 23 years as well
This is the 23rd consecutive annual dividend increase for this dividend achiever
This is also the smallest dividend increase in 23 years as well
October 10, 2025 at 11:55 AM
Lockheed Martin $LMT raised quarterly dividends by 4.50% to $3.45/share
This is the 23rd consecutive annual dividend increase for this dividend achiever
This is also the smallest dividend increase in 23 years as well
This is the 23rd consecutive annual dividend increase for this dividend achiever
This is also the smallest dividend increase in 23 years as well
It seems like everyone on my Twitter feed is up by 420.69% YTD, and has a portfolio worth at least $10 Million
Random observation
Random observation
October 9, 2025 at 11:06 AM
It seems like everyone on my Twitter feed is up by 420.69% YTD, and has a portfolio worth at least $10 Million
Random observation
Random observation