Lord Darlington @LordDarlington5
Long-term Investor. Owner of Darlington Hall. Pheasant hunter. History buff. Classic films. 🇺🇸🇰🇾🇬🇧 United States & United Kingdom Joined November 2020-
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$BTI
I spent a few days in Glynn County, Ga. last spring. Believe me, there is a TON of $KO stock dispersed throughout the state of Georgia, legacy and new holdings, and of course throughout the UGA fanbase. An investment as safe as the day is long. PS: Good luck to UGA this fall.
I spent a few days in Glynn County, Ga. last spring. Believe me, there is a TON of $KO stock dispersed throughout the state of Georgia, legacy and new holdings, and of course throughout the UGA fanbase. An investment as safe as the day is long. PS: Good luck to UGA this fall.
LOL! Hard facts presented in plain sight and still ... this. Believe me, we enjoy life just fine. Enjoy your coffee, sir.
LOL! Hard facts presented in plain sight and still ... this. Believe me, we enjoy life just fine. Enjoy your coffee, sir.
Dividend payers at the top of my buy list currently: $BTI (10% yield) $PM (5.5%) $BMY (5.4%) $ABBV (3.9%) $SJM (3.7%) $JNJ (3.4%) $HSY (2.9%) Added considerably to JNJ, BTI and PM over the last two weeks. Upcoming earnings could provide a bigger opportunity in HSY & $HRL.
And you're going to be richly rewarded as a longterm holder. FY/25 will be a return to double-digit top-line growth, GalaxE integration is going very well, new deals are going to be signed in H2/24, margins improving in Q4/24 & beyond & the long-term thesis remains intact. $DAVA
And you're going to be richly rewarded as a longterm holder. FY/25 will be a return to double-digit top-line growth, GalaxE integration is going very well, new deals are going to be signed in H2/24, margins improving in Q4/24 & beyond & the long-term thesis remains intact. $DAVA
It's great to be back in the UK this evening. Catching up on some reading! $PG $SHEL
$MCD $SBUX
Afternoon, @Benif_ch. I view $SBUX as a well-managed company, outstanding brand, very loyal customer base, pricing power, double-digit earnings growth as far as the eye can see, a continued commitment to expansion … and to a growing dividend. Valuation 40% below 5-year AVG.
Afternoon, @Benif_ch. I view $SBUX as a well-managed company, outstanding brand, very loyal customer base, pricing power, double-digit earnings growth as far as the eye can see, a continued commitment to expansion … and to a growing dividend. Valuation 40% below 5-year AVG.
Added significantly to $DAVA, $JNJ and $BTI today. Also added to $KO, $PM, $BMY and $UL. Initiated a position in $SBUX.
As much as I do not agree with taxing dividends as ordinary income, to your question, yes. If I were faced with the prospect of 25-30% taxes on dividends, I would still be primarily a dividend-income investor.
As much as I do not agree with taxing dividends as ordinary income, to your question, yes. If I were faced with the prospect of 25-30% taxes on dividends, I would still be primarily a dividend-income investor.
Thank you very much! I wear it as a badge of honor.
Thank you very much! I wear it as a badge of honor.
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@kejca The world has lost such a wise person but thankfully he shared it with us in many forms!
@Peter_Atwater They can then hold stock forever like @LordDarlington5
@LordDarlington5 Thanks for sharing! I guess this is my aim too to hold durable companies through thick and thin.
@LordDarlington5 You bought Coca Cola, Johnson and Johnson and Procter and Gamble at 16? Wow, hats off to you 👌
@LordDarlington5 Thats exciting. I’m 25.
@LordDarlington5 I’ve always preferred VYM, but otherwise this looks like my portfolio top ~10
@LordDarlington5 Well done. One great lesson in 5 words. Do. Not. Sell. Quality. Ever.
@LordDarlington5 Thank you for sharing your thoughts on $DAVA. I’m glad to hear that you are on the mend after your surgery. Wishing you a speedy recovery!
@LordDarlington5 @BankBraavos Couldn’t agree more. It’s unbelievably cheap and one of the best IRRs in the market right now.
@LordDarlington5 @TCII_Blog The Lord has written. So let it be written. So let it be done.
Would trust my money to you ahead of 99% of professional active managers.
"We established a new investment in $EPAM Systems during the fourth quarter, as we believe the company’s digital expertise positions it as an “AI Sleeper” a prime beneficiary as enterprises look for assistance in strategizing, implementing, and maintaining large language models"
Reminder: Average US ZYN consumer is 39 years old 60% of them college-educated Average household income is $89k Split 67/33 men/women 36% were primary users of traditional oral before ZYN 25% were vapers; 20% were cigarette smokers Strange to target this demographic group $PM
Taxing unrealized gains is idiotic.
BREAKING: Billionaires and centimillionaires held $8.5 TRILLION in untaxed, unrealized capital gains in 2022. Unrealized gains are the largest source of income for the ultra-rich—but they're completely UNTAXED under our tax code. This is why we need a billionaire income tax 🧵
@TIinClemson He played for Providence! My sister's bf's grandson was on his team. That's an excellent program!
I can’t tell you what a complete honour and joy it is that you created this for me. To see myself as a Tudor is just incredible and such an inspiration. I’ll never be able to thank you enough. Master Holbein himself would have been proud 🙏🤩
Celebrating The Royal Collection Trust's exhibit, "Holbein at the Tudor Court" at Buckingham Palace. See the short where I re-work my portrrait of Tracy Borman & full interview with the time lapse drawing on my YT Channel "Holbein & History.” Next episode out this month !
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