On X
Posts about investing: companies, valuation, markets and how I manage my portfolio.
116 posts
📊 New FREE investment tool! 👉 Novus Value The SEC has 18+ MILLION documents from publicly traded companies. Novus Value aims to make these files easier to access, improve the reading experience, and offer tools for more efficient analysis of…
Read the rest on X🎯 This Thursday, we get $EVO’s Q4 2025 results Moment of truth. My biggest position. Am I getting rich or going broke? This is more exciting than any of their games :P
🥖 5 misconceptions about dividend investing Today I’ve got a short thread to clear up some misconceptions I’ve seen about dividends on social media. Are dividends deducted from the share price? What does Warren Buffett think about dividends? Let’s take a look! 🧵
1. Are dividends deducted from the share price? 📉 > “Dividends don’t affect the share price.” I’ve heard this a thousand times and IT’S FALSE. Dividends DO affect the price.
2) “Dividend-paying stocks do better in the market” 📈 People often confuse causation here. They assume: “Paying dividends causes good stock market performance.” This is NOT true (at least not entirely).
3) “Most of the S&P 500’s returns come from reinvested dividends” This may be true for certain periods, but it is NOT an argument for dividend investing. The key nuance here is to consider the counterfactual.
4) “A high yield (>7%) is easy and desirable” This claim is incredibly dangerous if you don’t talk about the risks. It’s worth highlighting the risk of yield traps. Companies with high dividends, but at the expense of a deteriorating business or future dividends.
5) “Buffett is pro-dividends” Buffett isn’t “pro” or “anti” dividends per se; it depends on the reinvestment opportunity. If the company can reinvest at high returns, it’s better to retain capital or buy back shares (if the price is right). If not, pay dividends.
That’s it for today’s short thread. Hope you liked it and that it helps clarify a few things. For some reason, dividends are a very controversial topic in the investing world and are presented as a magic cure-all. Be careful with the magic 🪄
Right now, we're at an inflection point for Evolution Gaming (my largest holding) A lot of investors who’ve held it for years are selling. I think we’re reaching peak pessimism. The million-dollar question: Is…
Read the rest on XEveryone wants a side project that makes MONEY while you sleep. well, I launched one: Find My Moat (link in my profile). it’s a collection of 150+ investment tools, organized and filtered. and yeah… it’s completely free. but here’s the interesting part: 👉 how do you monetize something like this?
spoiler: I don’t expect to make a dime at first. this is a long-term game. the key: bring in recurring traffic from investors. if I pull that off → this project is worth a lot more than it looks.
💰 option 1: direct monetization the usual stuff for free websites: • affiliates • ads • sponsorships the good: CPMs in investing are insane. the bad: if I annoy users, the project dies.
🚀 option 2: indirect monetization this is where it gets really interesting: • drive traffic to my X account • grow my Substack • spot empty categories → build my own tools • add premium features each piece feeds into the others. a distribution + product flywheel.
is it easy? hell no. will it work? I don’t know either. but if it works, it could be the perfect side project for my profile: SWE + investing. and if it doesn’t… at least I’ve built the tool I wanted.
try it here and let me know what you think: findmymoat.com
📑 4 interesting resources I came across this week (and that are worth your time): → The story of Duolingo - @Quartr_App quartr.com/insights/edge/keeping-the-str…
The BEST thing about Find My Moat is its collaborative spirit. Vote for your favorite tools and help other investors discover them. The more votes, the more benefits for everyone! More than 200 investment tools available (and growing) 🔄 Share it and help it reach more people!
For those of you who want to check it out: findmymoat.com/?sort=votes
🎁 A gift for investors: updated list of investing TOOLS A few months ago, I put together a collection of investing resources, and now I’ve expanded it significantly. It includes: 💰 75+ investing tools (50% more than before). 🧭 Blogs and websites for…
Read the rest on X✅ Second part of the online casino industry analysis is done. It’ll be out tomorrow. Must-read if you hold $EVO.
We’ve passed 250 investment tools on Find My Moat! Thanks so much to everyone who’s contributed 💪 It’s incredible that there are so many. At first I thought I’d be able to find 50 to 100 tools, but new ones keep popping up! If you want to contribute by voting for your favorite tools, I’ll leave the link in the next tweet 👇 (it’s FREE!)
www.findmymoat.com
