School of Investing
Learn to analyze dividend stocks using Buffett's framework for evaluating businesses. No stock tips, no jargon — just a repeatable method that helps self-directed investors finally make decisions with confidence.
- Indexed issues, last 90 days
- 11
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- Sep 29, 2026
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- Sep 11, 2026
Latest issues
The 4-Layer Dividend Stock Screener (Free Template Inside) (opens the original)
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A 6.2% yield from a household name sounds like a gift. So does a 51-year streak of raises.Only one of them passes all four layers of the screener or filter we’re building today, and surprise it isn’t the one with the biggest yield. In today’s article, we will cover:Where the Four Layers Come FromLayer #1: The BusinessLayer #2: Dividend SafetyLayer #3: ManagementLayer #4: The PriceHow to Use the Filter in Your ProcessCommon Mistakes to AvoidThe template is free. <div class="file-
Five Wonderful Businesses Added (opens the original)
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Hi everyone!The Universe is growing. We are going from 30 to 35, so we added five new names. Thirty was never a magic number. As I analyze the current Universe, I am also always looking for good companies to add. Several of these names kept appearing in my feeds, such as Carlisle and Lowe’s. Companies too good to keep ignoring and ones I would like to own when the price is right. Some of these companies fill places we have no representation in, and others are too good to keep out. So we are fixi
Is McDonald's a buy? (The live that wasn't) (opens the original)
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Yesterday’s live didn’t go to plan. Audio gremlins took my mic out and I couldn’t get it back mid-stream. Sorry to everyone who showed up.The good news: I tracked down the problem, and I re-recorded the full walkthrough. It’s below.I cover what McDonald’s sells (hint: it’s mostly rent and royalties), how the moat holds up, where growth is coming from, and whether $238 is a price I’d pay.Grab a coffee and watch it. Hit reply and tell me if you agree with my verdict.— DaveNot investment advice. My
This 6.5% Yielding Stocks is Dirt Cheap (Super Safe) (opens the original)
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On September 16, the Fed raised rates a quarter point, to between 3.75% and 4.00%. No cut, which the market was hoping for, but a raise. With the 10-year Treasury closing at about 5.00% that day, and 4.94% the next. We have to ask: how much are we being paid to take risk now? The risk-free rate pays us nearly what a lot of “high-yield” stocks pay. And we don’t need to look at payout ratios, rent coverage, or debt levels to buy the Treasury. This all makes dividend investing more challenging. Whe
Don’t Chase High Yields, Unless They Pass This Test (opens the original)
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A 6.8% yield gets called a trap, and a 1.2% yield gets called quality, and most of the time nobody checks either one.“Don’t chase yield” is the first thing anybody says to a new dividend investor. As advice, it does not survive contact with our own table.The highest yielder in our Universe pays 6.8% and carries our top safety score, VERY SAFE. The next one down pays 5.8% and carries the same score. Neither one is a trap. Meanwhile, a 2.9% yielder in the same Universe has not raised its dividend
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