Everything we have published

Past letters on dividend investing, business fundamentals, and the numbers behind a payout.

Sep 27, 2026

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4 min read

ADP's dividend makes more sense once you see where its profit comes from.

Sep 23, 2026

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4 min read

The month a dividend lands is not luck, and a little attention to pay dates turns four lumpy payments into twelve steady ones.

Sep 16, 2026

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3 min read

The fattest yields on any screen belong to the payouts the market has already stopped believing.

Sep 2, 2026

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3 min read

The business under the payout is the test, and a streak can outlive it.

Aug 26, 2026

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3 min read

By the time the announcement lands, the warning has been visible for a year.