Some stock comparisons are easy. One company clearly has the stronger balance sheet, better growth profile, or more durable business model. Visa and Mastercard are not that kind of comparison. This is a battle between two elite businesses operating some of the best models you’ll find in the market. They both sit at the center […]
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15 Lessons from 15 Years of Dividend Growth Investing [Podcast]
Fifteen years into dividend growth investing, Mike looks back on the lessons that shaped his strategy, his portfolio, and his mindset. This episode is a practical reflection on what actually matters over the long run: having a process, avoiding common traps, managing risk with intention, and focusing on business fundamentals instead of noise. From early […]











