What is Paid to Wait?

"Investors are in the business of processing information." -Seth Klarman

Paid to Wait pursues to be a newsletter of ideas and research about stocks that pay a (healthy) dividend while you wait for capital appreciation.

There’s a defined but simple framework for the investment ideas.

By subscribing, you won’t have to worry about missing anything. Every new edition of the newsletter goes directly to your inbox.

List of covered companies

  • IHS Holding (IHS) - January 2022 - share price $11.4.

  • Universal Insurance Holdings (UVE) - October 2021 - share price $13.6.

Ticker includes a link to the article.

Sector reviews

  • International mobile network operators - October 2021 - link.

About the author

I have been investing in stocks actively from 2007. Then, as a business school student I was waiting for the stocks to crash, which eventually happened. I went in a bit too early, but managed to have confidence to buy more and more stocks during the great financial crisis. I have been mostly buying ever since and became a full-time investor in 2021.

My investment style can be characterized somewhere between value and contrarian investor. I emphazize dividends as a form of income and returns that an investor can enjoy by consumption or re-investment. It is difficult to sell a stock at a right time and that’s why I rather rely on dividends to safeguard decent returns.

Before turning to an full-time investor, I spent over a decade in different roles in building services industry (HVAC) in sales and marketing management and business development. That’s why I understand much more about tangible assets than about code. Holding a business degree in a highly technical field taught me to learn fast and simplify complex subjects in a compact form.

I hope you enjoy reading the newsletter and I welcome everyone to subscribe!