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@DividendDynasty Willβs Dividend DynastyInvestors are focusing on S&P Global ($spgi) after its recent earnings report, which beat expectations. Some investors are adding to their positions in $spgi, citing its consistent and diversified dividend growth. Meanwhile, other stocks like Adobe ($adbe), Amazon ($amzn), and Microsoft ($msft) are also being discussed as attractive investment opportunities.
Social category influence finance #3407 stocks #2550 technology brands XXXX% cryptocurrencies XXXX%
Social topic influence $adbe #8, $pypl #157, dividend #14, $spgi #4, business 4.88%, strong #3102, $bro #4, $meta #280, meta 4.07%, ai #4535
Top accounts mentioned or mentioned by @qualityinvest5 @spike_1567 @dividendlearn @carsontalkmoney @stockstormx @pinkvestor @dividend_learn @qualitygrowthfv @stockopedia @siipodcast @jminvestment0 @moneymalitia1 @dissectmarkets @thegeordiepig @freedombill3 @bjmtweets @wealthyreadings @latticeinvestor @investor_jelle @thestocksking
Top assets mentioned Adobe, Inc. (ADBE) PayPal Holdings Inc (PYPL) S&P Global Inc (SPGI) Neurobro (BRO) Metadium (META) RigoBlock (GRG) Mastercard, Inc. (MA) Booking Holdings Inc (BKNG) Amazon.com, Inc. (AMZN) Netflix Inc (NFLX) Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) PayPal USD (PYUSD) Meta Platforms, Inc. (META) Salesforce Inc (CRM) 286 (286) Cream (CRM) VICI Properties, Inc. (VICI) Duolingo, Inc. Class A Common Stock (DUOL) Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD) Spotify Technology (SPOT) Novo-Nordisk (NVO) Berkshire Hathaway Inc Class B (BRK.B)
Top posts by engagements in the last XX hours
"Considering $CBOX.L - $GRG.L within the portfolio. I believe Greggs is the higher quality of the two with excellent brand recognition and now trading at similar valuations. Thoughts people π€"
X Link 2025-01-10T09:39Z 21.8K followers, 1773 engagements
"$LSEG.L is down XXXX% YTD and is currently trading at its lowest multiple over the last decade. - 18.9x fwd PE - 15.9x P/FCF - XX% fwd EPS growth - XXXX% dividend yield - XXXX% avg operating margin - XXXX% 5yr FCF CAGR - XXXX% 5yr revenue CAGR A wide MOAT business trading at a reasonable valuation"
X Link 2025-09-22T12:24Z 21.8K followers, 28.9K engagements
"Heres the full $GRG $GRG.L Trading Update: - Total sales up XXX% with XXX% (2.2% YTD) LFL sales growth for the periodβ
- Improved Trading β
(no more weather excuses) - XX net store openings β
- Cost inflation outlook improved β
- Supply chain investments remain on track for 2026/2027 β
Overall a good update nice to see the stock moving positively"
X Link 2025-10-01T08:37Z 21.8K followers, 1791 engagements
"7/ Stock Pick Four: $III.L (3i) One of my favourite picks from the UK currently YTD performance: +18.33% π’ StockRank: 92/100 β
6.4x fwd PEβ
5yr EPS CAGR XXXX% β
π ROCE of 19.5%β
5yr FCF Growth 35%β
The operating margin for $III.L is currently XXXX% π€―"
X Link 2025-10-02T16:45Z 21.8K followers, XXX engagements
"Markets are looking π’ this morning. Hopefully another positive week for the portfolio. What stocks are you looking at this week π€ My research list: $LSEG.L $RMV.L $AMZN $SPGI"
X Link 2025-10-06T09:37Z 21.8K followers, XXX engagements
"$RMV.L has one of the most impressive ROIC metrics I think Ive ever seen. Averaging well above XXX% for the last decade π€― Consistent FCF CAGR as well π"
X Link 2025-10-18T19:02Z 21.8K followers, XXX engagements
"Best buys in the market right now: $PYPL @ $XX $ADBE @ $XXX $SPGI @ $XXX $META @ $XXX $BRO @ $XX What stocks would you add to this list π€"
X Link 2025-10-30T23:54Z 21.8K followers, 43.5K engagements
"What stock you own has you feeling like this π€"
X Link 2025-11-03T13:20Z 21.8K followers, 48.5K engagements
"$RMV.L down big today after slashing 2026 profit guidance. This is one thats been on my watchlist for some time but always too expensive. Time to dig a little deeper and determine whether this drop makes the stock attractive"
X Link 2025-11-07T12:54Z 21.8K followers, 1409 engagements
"Its nice to see $PYPL $PYUSD growing so fast. Traction is indeed gaining ππ"
X Link 2025-11-11T10:58Z 21.8K followers, 2205 engagements
"@Spike_1567 I think it can offer above market returns at current valuations"
X Link 2025-11-11T19:54Z 21.8K followers, XXX engagements
"A small $BRO dividend has landed in the account this morning. XXXXXX in dividends for the year looking like it might be a YoY decline in inform for me A result of the 15000 withdrawal earlier in the year and a higher weighting to non/low dividends payers. The strategy has changed over the years but high quality dividend growth remains one of my top objectives for the portfolio. Next objective is to build up to a 1000 PADI π"
X Link 2025-11-12T11:28Z 21.8K followers, 1135 engagements
"Ive been adding to $BRO aggressively lately. An excellent opportunity at current prices"
X Link 2025-11-12T21:09Z 21.8K followers, 2912 engagements
"Reposting this because I dont think enough people know about $BRO"
X Link 2025-11-13T19:13Z 21.8K followers, 1864 engagements
"Went to my local $GRG.L for a coffee after my morning long run. Absolutely rammed in there. Despite the lacklustre economy us Brits still need our affordable coffee and pastries. Bullish Greggs $GRG"
X Link 2025-11-15T12:46Z 21.8K followers, 20.3K engagements
"Resharing this π§΅ on $GRG as I dont think enough people know about this staple ππ»"
X Link 2025-11-16T11:05Z 21.8K followers, 3382 engagements
"Its been a very rough X months for $RMV.L Rightmove: Currently down -XXXXX% π΄ The stock currently trades at a fwd P/FCF of XXXX% with expected long-term EPS growth of XXX% This company is the dominant player in UK property listing portals Looking much more attractive here"
X Link 2025-11-17T10:23Z 21.8K followers, XXX engagements
"My top three GARP opportunities in the market right now: 1) $META Meta Platforms @ $XXX EV/EBIT: 18.37x"
X Link 2025-11-22T20:59Z 21.8K followers, 294.7K engagements
"$AMZN or $META at current prices π€"
X Link 2025-11-25T23:20Z 21.8K followers, 109.1K engagements
"Nice to see Greggs $GRG having a strong day today. Theres been a lot of weakness in the share price mainly due to uncertainty around the budget I think. Theres only real impact from todays announcement was the increase to national minimum wage which was minimal"
X Link 2025-11-26T18:03Z 21.8K followers, 1246 engagements
"Will be interesting to see if we get some positive commentary out of Jamie Miller. If we do I think we potentially see $PYPL move back up the $70s before the end of the year"
X Link 2025-11-29T15:36Z 21.8K followers, 3035 engagements
"Markets keep pushing ATHs but when digging deeper there are still some excellent value picks to be found Here are my top X picks ππ» 1) $BKNG Booking Holdings -XXX% YTD π΄ Fwd P/FCF: 16.5x Bookings stock price has been hit with the latest wave of AI fear with Agentic commerce starting to pick up speed Bookings position is starting to get questioned. Fears are far overblown IMO"
X Link 2025-11-29T18:46Z 21.8K followers, 25.1K engagements
"5) $ADBE Adobe Inc -XXXX% YTD π΄ Fwd P/FCF: 13.6x Adobe is much more than just a PDF company. Similar to $BKNG the AI fears I think are overblown. Adobe will continue to innovate and adopt AI into its entrenched ecosystem of software products"
X Link 2025-11-29T18:46Z 21.8K followers, 3177 engagements
"$SPGI is one of the widest most businesses in the world. Simple as"
X Link 2025-11-29T20:57Z 21.8K followers, 2364 engagements
"@SIIpodcast Whats on your list atm Mark"
X Link 2025-12-01T14:03Z 21.8K followers, XX engagements
"$META is attractively cheap right now. A world class business at a discount to the wider market"
X Link 2025-12-01T16:29Z 21.8K followers, 3071 engagements
"@Dividend_Cafe We dont have SCHD in the UK unfortunately"
X Link 2025-12-02T16:56Z 21.8K followers, XX engagements
"@CarsonTalkMoney I think $SPGI would be a great fit for you around a X% position or so"
X Link 2025-12-02T17:06Z 21.8K followers, XXX engagements
"Whats your current top holding in your portfolio π€"
X Link 2025-12-02T19:48Z 21.8K followers, 2954 engagements
"Like clockwork Jamie Miller talks about $PYPL stock price goes down π Just another day in paradise π"
X Link 2025-12-03T15:50Z 21.8K followers, 9489 engagements
"Watching the @LFC game and seeing PayPal $PYPL plastered on all the billboards around the pitch. Quite cool to see in the Premier League. Bullish $PYPL for the long-term always good seeing this types of partnerships and its great to help get the brand out there again"
X Link 2025-12-03T20:58Z 21.8K followers, 4108 engagements
"$CRM moving nicely following a strong earnings report. Are you interested in Salesforce here π€"
X Link 2025-12-03T21:25Z 21.8K followers, 2997 engagements
"$VICI looks like an interesting dividend growth opportunity primarily for income focussed investors. A strong fwd yield of XXXX% with a dividend CAGR of XXXX% since 2019. What are your thoughts on $VICI here"
X Link 2025-12-04T19:25Z 21.8K followers, 6164 engagements
"Might be time to buy $NFLX Sub $XXX anyone π€"
X Link 2025-12-05T13:02Z 21.8K followers, 4798 engagements
"Current update on this challenge btw ππ» PainPal & Co Portfolio: π’+5.33% $PYPL $ADBE $DUOL The Market: π’ +2.28% $VUSA.L"
X Link 2025-12-05T16:01Z 21.8K followers, 5325 engagements
"When does the market start to catch on that $ADBE is NOT a dying PDF business π€ EPS and FCF πππ Stock Price this year: π΄-21.5% The market isnt always an efficient place"
X Link 2025-12-06T20:11Z 21.8K followers, 13.9K engagements
"Whilst 2026 may be a continuation of the transition stages for $PYPL I have no doubt the stock will do well from current prices. Low low multiple and many growth avenues that the business can explore. IMO there isnt much that they need to do right and the stock still does well"
X Link 2025-12-08T10:41Z 21.8K followers, 2418 engagements
"Long $UBER ππ An absolute compounding machine that will grow in operational leverage"
X Link 2025-12-08T12:08Z 21.8K followers, 2754 engagements
"So the plot thickens π $WBD $NFLX $PSKY"
X Link 2025-12-08T15:56Z 21.8K followers, 1771 engagements
"Bullish if true"
X Link 2025-12-08T18:12Z 21.8K followers, 3223 engagements
"Is $PYPL a sell right now With 2026 looking like itll be another laggard year from recent management commentary. When does $PYPL become too much of an opportunity cost π€"
X Link 2025-12-08T18:24Z 21.8K followers, 8062 engagements
"β
Simple is good. π€·π»βSimple is easier. π΅Simple is more profitable. Lesson: Keep it simple"
X Link 2025-12-08T18:54Z 21.8K followers, 1738 engagements
"@JM_Investment0 What are you look at atm"
X Link 2025-12-08T19:45Z 21.8K followers, XXX engagements
"@moneymalitia1 @JM_Investment0 I do like $ADBE"
X Link 2025-12-08T20:15Z 21.8K followers, XXX engagements
"Big Short rewatch XXX π¬ Run it back"
X Link 2025-12-08T23:20Z 21.8K followers, 2112 engagements
"@DD17_Capital What are the weaknesses in your mind out of interest"
X Link 2025-12-09T14:11Z 21.8K followers, XX engagements
"Whats your favourite dividend growth stock π€"
X Link 2025-12-09T20:37Z 21.8K followers, 3677 engagements
"@dissectmarkets Man I bet you got some incredible cost basis on those shares"
X Link 2025-12-09T22:59Z 21.8K followers, XX engagements
"@TheGeordiePig @MartinSLewis @itvMLshow @cashflow_king94 @freedombill3 @2147mill @Therichardralph @investingwithAL @pinkvestor @Dom_Investing @JamesP728 @Nat_liburd Appreciate the mention mate"
X Link 2025-12-10T13:08Z 21.8K followers, XX engagements
"Forget $SPOT wrapped. Strava wrapped is where its at Health is wealth folks π€ Marathon up next April 2026 π"
X Link 2025-12-10T16:25Z 21.8K followers, 1032 engagements
"@bdinvestingg $NVO is a complicated one for me lots of uncertainty need to do more research into it"
X Link 2025-12-10T21:46Z 21.8K followers, XXX engagements
"Not a fan of retail but could it be time to bottom tick $BME.L shares. -XX% over the last year 8x fwd P/FCF X% dividend yield The fundamentals have collapsed this year but I think a turnaround could be possible. What are your thoughts $BME.L shareholders Are you buying more π€"
X Link 2025-10-09T10:22Z 21.8K followers, 1427 engagements
"$SPGI is one of the best sleep well at night stock in the market. Whilst the market is flying high $SPGI has remained flat this year. With a 4%+ fwd FCF yield and a more favourable debt cycle ahead I think $SPGI remains one of the most compelling DCA opportunities right now. Long $SPGI"
X Link 2025-11-11T16:14Z 21.8K followers, 4925 engagements
"$BRO offers a current FCF yield of XXXX% this is meaningfully higher than the X yr median of XXXX% (13.67% higher). Brown & Brown is well positioned to continue compounding FCF/share its 5yr CAGR sits at a health 14%. A high quality dividend growth machine. Long $BRO"
X Link 2025-11-12T23:17Z 21.8K followers, 3585 engagements
"2) $MA Mastercard Inc @ $XXX EV/EBIT: 27.1x"
X Link 2025-11-22T21:00Z 21.8K followers, 30.3K engagements
"$BKNG Booking Holdings is currently down -XXXX% over the last X months. This has pulled the fwd P/FCF down to just 16.5x Booking is a FCF machine and is reducing its share count significantly (-20.05% since June 2022). Why wouldnt $BKNG work from here π€"
X Link 2025-11-28T18:28Z 21.8K followers, 24.6K engagements
"I dont own enough $UBER Absolute steal at current prices"
X Link 2025-11-30T23:53Z 21.8K followers, 15.6K engagements
"Getting ready for another week in the markets owning both $PYPL & $ADBE as top X holdings. Godspeed π«‘"
X Link 2025-12-01T12:55Z 21.8K followers, 3167 engagements
"November 2025 Portfolio Update πΌ Portfolio Value: 43703.98 YTD Return: +5.71% Total Return: +42.14% Additions (New): $META (5%) $SPGI (4.9%) $MA (2.4%) $BRK.B (2.4%) Some busier activity as I begin to contribute to the portfolio again. Mainly adding to some strong GARP opportunities. My other major move for the month was to sell my remaining $GOOGL position which I shifted mainly into $META & $ADBE. No shares of $PYPL sold. Looking forward to December Ill likely continue to add to $MA & $UBER at these valuations. My ETF also sit outside of this portfolio Im adding primarily to $FTWG.L as an"
X Link 2025-12-01T21:52Z 21.8K followers, 17.5K engagements
"$SPGI is still flat YTD It is still a no brainier imo if you are looking for a sleep well at night compounder. Fwd P/FCF of 22.9x Does $SPGI outperform the market over the long run I think so"
X Link 2025-12-02T21:51Z 21.8K followers, 15.3K engagements
"$MA is an absolute compounding machine π Currency trading at a reasonable valuation vs historical avgs. β
High Margin β
High ROIC β
Excellent Capital Allocation β
XXXX% FCF Yield Currently undervalued and a market out-performer over the long-run I have no doubt"
X Link 2025-12-07T22:59Z 21.8K followers, 10.3K engagements
"$ADBE remains one of the best opportunities in the market at current valuations. Trading at a fwd P/FCF of just 14.7x is just insane π€―"
X Link 2025-12-08T22:40Z 21.8K followers, 12.3K engagements
"Is this the bubble π€"
X Link 2025-12-09T20:43Z 21.8K followers, 2760 engagements
"Bullish on $MA π A new $XX billion buyback program announced today"
X Link 2025-12-09T22:54Z 21.8K followers, 5660 engagements
"35.95 dividend recieved from PayPal $PYPL today. Will $PYPL a good dividend growth stocks going forward Plenty of FCF generation to fuel it"
X Link 2025-12-10T13:51Z 21.8K followers, 5949 engagements
"A humble dividend from $SPGI as well today"
X Link 2025-12-10T14:42Z 21.8K followers, 1520 engagements
"$ADBE having an excellent earnings report and the stock is not down -10%"
X Link 2025-12-10T21:35Z 21.8K followers, 69.3K engagements
"$SPGI is one of my favourite opportunities in the market right now. I think for a company as strong as S&P Global you just need to pay up and stay for the ride. At a fwd FCF yield of XXX% and FCF per share growing rapidly I think $SPGI does just fine from here. Thoughts π€"
X Link 2025-12-10T21:41Z 21.8K followers, 3381 engagements
"$PYPL Shareholders π€ Pain"
X Link 2025-12-10T23:43Z 21.8K followers, 9570 engagements
"This chart is actually mental $ADBE Wen disruption"
X Link 2025-12-11T00:29Z 21.8K followers, 6097 engagements
"Every time $ADBE π"
X Link 2025-12-11T09:28Z 21.8K followers, 1727 engagements
"@bjmtweets We shall see integration of AI without $ADBE is very strong imo only adds to the value of the service"
X Link 2025-12-11T09:43Z 21.8K followers, XX engagements
"@StockStormX Always the way with $ADBE"
X Link 2025-12-11T11:21Z 21.8K followers, XX engagements
"$PYPL is an opportunity. But fair warning patience is definitely required. You cant have PayPal as a short-term trade its simply wont work. As a long-term investment however theres a lot of potential with a reasonable soft cushion on the downside thanks to buybacks"
X Link 2025-12-11T11:28Z 21.8K followers, 9694 engagements
"@WealthyReadings True but I think $ADBE is higher quality"
X Link 2025-12-11T11:44Z 21.8K followers, XX engagements
"@freedombill3 Have a good one Bill Got some dividends to reinvest from $PYPL & $SPGI yesterday debating where to allocate atm"
X Link 2025-12-11T13:27Z 21.8K followers, XXX engagements