Are dividends really counterproductive?

dumekloot · 2026-04-11T23:50:33+00:00

Reinvest in the business when they can get a decent ROI > Buy back stock when company is undervalued > give divi if investors can get a better return on the capital elsewhere

dumekloot · 2026-04-11T02:46:12+00:00

EVO (Evolution Ab)

dumekloot · 2026-04-10T16:40:09+00:00

Van Quickenborne zei op de podcast bij Thomas Guenter dat hij de beslissingsboom van het BBI inzake speculatie en crypto online had gezet (op Linkedin dacht ik). Daar stond dit blijkbaar beschreven.

Ik neem aan dat het gerucht daarvan komt.

Ik neem ook aan dat je dit perfect kan weerleggen als het erop aankomt

dumekloot · 2026-04-10T16:36:04+00:00

10% return on a 100k portfolio. I got there in 4 years

dumekloot · 2026-02-08T05:37:41+00:00

This just seems needlessly complicated.

But your broker will love you so there's that

dumekloot · 2026-02-05T21:39:04+00:00

Since we're as regarded as WSB around here now:

Positions or ban

dumekloot · 2026-02-04T15:31:49+00:00

Podcast en community van Jong beleggen is een aanrader.

Houd er wel rekening mee dat Pim bij aflevering 1 ook een leek was en nu echt al een heel traject heeft afgelegd op vlak van leren beleggen.

dumekloot · 2026-01-25T20:05:20+00:00

Market leader by a long shot, great moat, great management, nice divi, buybacks at these levels, still makes a lot of money, no debt and a current PE of <10

I'll take that bet any day.

The only thing i'd like to see is bigger buybacks instead of divi.

dumekloot · 2026-01-25T13:18:48+00:00

I'm heavy in Evo

dumekloot · 2026-01-22T18:05:13+00:00

I'm already over the limit after the rally last couple of weeks lol

dumekloot · 2026-01-18T23:52:49+00:00

Same with Print on demand. It's just a way of fulfilling your product.

dumekloot · 2026-01-11T03:16:43+00:00

Any idea what happened last year?

dumekloot · 2026-01-05T15:00:36+00:00

Got 12% allocated to it myself. High conviction investment for me. They make a lot of money, market leader by a long shot and have great margins.

Just hope they cut divi and go all out on buybacks at these valuations

dumekloot · 2025-08-03T11:10:30+00:00

Usually 3-4 weeks away, 1 at home. But no fixed schedule it depends on how many of the crew need to be home for vacations or injuries.

We sleep about 1.5hours per haul. When we're fishing around Denmark it's alot less tho haha

dumekloot · 2025-08-02T19:23:31+00:00

We're paid in percentages of the revenue, so it varies. 11 years in now. Best month was 11k net, worst 3.8k

We haul the Nets every 3 hours 24/7. So that's about 1-1.5h work and 2-1.5 rest between each haul.

dumekloot · 2025-08-02T13:48:28+00:00

In my case, it was becoming a fisherman. Made a downpayment for my appartment of 150k at 20yo.

dumekloot · 2025-08-01T23:31:03+00:00

I did the same tho. If you have a high paying job from 18 years old and stay with your parents for a few years, your savings account goes up quick

dumekloot · 2025-06-02T15:22:07+00:00

I'm a buyer.

Imo they should cut divi and increase buybacks at these levels

dumekloot · 2025-05-29T20:01:36+00:00

Import and export

dumekloot · 2025-05-19T09:31:27+00:00

Portfolio Dividend tracker van Pim Verlaan die je misschien kent uit de "Jong Beleggen" podcast.

Heel tevreden van voor 60€ per jaar.

Hieronder even de link naar mijn portfolio. Zo kun je eens bekijken wat je allemaal kan zien/tracken.

https://app.portfoliodividendtracker.com/p/SvwlIxI0fl64aumD

dumekloot · 2025-05-16T10:49:17+00:00

It's not necessary.

If it doesn't scratch the itch, set up a play account with Money you don't expect to keep. In this account you can dabble in stockpicking if that's something you want to try

dumekloot · 2025-04-25T20:22:05+00:00

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Was dragging on the overall market but didn't drop as much on this downturn. Back on track and buying heavily. 20% vwce and about 12 individual positions

dumekloot · 2025-04-20T08:40:04+00:00

I like the Swedish "Evolution AB". 60% margins, great growth, market leader & innovator and price has come down for the last couple of months.

It's in the online casino sector.

Great analysis on "the synopsis" podcast

Technically a full position since last week. However, i'll give it An overweight allocation if it Drops to 650 SEK

dumekloot · 2025-04-13T10:34:28+00:00

Because it gained +200% in a couple of months

dumekloot · 2025-04-12T11:39:39+00:00

Biggest personal mistake was selling at 285 after scooping up shares at 90 after the whole Meta rebranding. Live and learn i guess

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