The Conservative Income Investor
@TCII_Blog
Ultra long-term investor tweeting about stocks and investment philosophies that may benefit you. Subscribe to my Patreon for real-time investment disclosures.
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There are three stocks I am buying now. All with excellent 20+ year track records. To become a subscriber, click here: patreon.com/theconservativ…
Berkshire Hathaway $BRK.B has around $344 billion in cash pumping out over $13 billion in US Treasury-based income annually. So far this year, it's earned about $10 billion, which can entirely fund its reported acquisition of Occidental's $OXY petrochemical division OxyChem.
Coca-Cola Consolidated $COKE, the North-Carolina based independent bottler, which also distributes Coca-Cola products to 15-20% of the United States, has delivered 14% annual returns since 1995. Every $10,000 into $530,000 over the past three decades.
A new Patreon post on the stock that is now my No. 1 overall holding. To become a subscriber, click here: patreon.com/theconservativ…
In the sense that it is better to buy stock in Berkshire Hathaway $BRK.B rather than most of the stocks it invests in, it is likely better to buy stock in Nvidia $NVDA rather than Intel $INTC despite the latter's price appreciation today.
Autozone $AZO has created enormous wealth by selling auto parts and services, taking all the profit, and using it to repurchase the stock. Since 1991, the stock price has climbed from $7 to $4,213 today. A simple strategy that has worked wonderfully, and still goes on.
It is fitting that Berkshire Hathaway buying Bell Labs refers to a rodent rather than tech company. A classically practical and profitable move, to the long-term benefit of shareholders. $BRK.B
During Covid, I shared an office building with someone who complained about being 90% down on his Build A Bear stock $BBW. His old office was near its headquarters which is I guess how that investment happened. Now, it’s up 26x. Still not a great investment for him over 20 years…
There are two cheap, high growth stocks I am buying now. My latest publication is out, subscribe here: patreon.com/theconservativ…
I disagree with United Parcel Services' CEO describing the dividend as "rock solid." The company is paying out $5.5 billion in dividends, while only bringing in $5.7 billion in net profits (down from $11 billion in 2022). The accurate characterization would be that it is barely…
The problem with shoveling money into Intel $INTC is that lack of funds is not the company’s problem. It has misallocated the last $50 billion in retained earnings, borrowings, and handouts. No reason to think the next $50 billion will be any different.
There are just under 230 REITs in existence. Over the past 25 years, 49 of them have beaten the S&P 500. Eighteen have done so by more than three percentage points annually. It is an area where the long-term income investor must be highly selective.
I am buying two stocks that have grown at a 17% rate annually over the past 10 years. They are both trading at reasonable P/E ratios. I posted about them on Patreon. To become a subscriber, click here: patreon.com/theconservativ…
Applovin $APP has had quite the financial transformation in the past three years, as it has transitioned from operating at $100+ million deficit to $3+ billion annual profit. Most incredibly, profit margins are now over 50%. Arguably most substantial change in profitability…
Microsoft $MSFT will have delivered 1,000,000% returns since its 1986 IPO once it hits $815 per share. Incredible feat since it has been a mega-cap company since the 1990s. A life-changing stock for any investor that buys it and, this is the important part, holds.
About ten or so years ago, I recall reading a criticism of an investor who was buying a small position in Broadcom $AVGO, on the basis that small-sized investments are meaningless. The position size wasn't disclosed, but even if it was $1,000, it still compounded into $40,000…
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