9 Investing Lessons from the Pareto Principle
Nathan Winklepleck, CFA
@nathanwinklepleckcfaAbout
Investing based on data, not hype.
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Stop buying bad stocks. Find wonderful companies trading at fair prices. ✅ FREE 14-day trial (no credit card required): 👉 https://www.coffeecaninvesting.app "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." – Warren Buffett 👉 CoffeeCanInvesting.app helps you find those wonderful businesses instantly. It is the only research platform built specifically for the "Coffee Can" buy-and-hold strategy. ✅ Instant valuations on 1,500+ stocks using 8 different fundamental variables ✅ My 52-point quality scoring system including ROIC, shareholder yield, GPA, & more ✅ Discounted cash flow models in minutes ✅ S&P 500, Nasdaq, Dividend Achievers, small caps, mid caps, and more! ---------------------------------------------------- Other Resources: 📧 Stock of the Week: Every Monday, I break down one stock using my 52-point quality checklist and valuation estimates. 👉 https://tinyurl.com/3srmvf2e 📘 Learn the Dividend Growth Strategy: Read my book, “Dividend Growth Machine” — a plain-English primer on dividend growth investing. 👉 https://amzn.to/4pwRrfx ---------------------------------------------------- ⚠️ DISCLAIMER Educational Purpose Only Nothing in this video is personal investment, tax, or legal advice. Do your own research and/or consult a qualified professional who understands your situation. Content is published by Dividend Growth Machine, LLC (“DGM”) solely for general, impersonal educational purposes. No portion constitutes personalized investment, legal, tax, or accounting advice, nor is it an offer or solicitation to buy or sell any security. Risk & Performance Investing involves risk, including the possible loss of principal. Past performance is not indicative of— and does not guarantee— future results. Regulatory Status & No Adviser Relationship DGM is not registered as an investment adviser. If you are seeking advice, retain a licensed adviser. Nothing here creates an advisory or fiduciary relationship. Viewing, liking, subscribing, or contacting DGM does not create an adviser‑client relationship. Data, Assumptions & No Warranty Information, charts, and any models or backtests are from sources believed reliable, but accuracy, completeness, and timeliness are not guaranteed. Assumptions materially affect results; methodology/assumptions are provided where applicable. Forward‑looking statements are uncertain and may differ materially; there is no duty to update. Personal Holdings & Conflicts of Interest The presenter currently holds or may hold long or short positions (including options or other derivatives) in any security mentioned, and household members or affiliates may also hold such positions. Positions will not be bought or sold for 72 hours (was 48) after publication, except for automatic dividend reinvestments and mandatory corporate actions. Positions may be increased, decreased, or closed at any time thereafter without additional notice. Viewers should assume a potential conflict of interest exists. Compensation, Sponsorships & Affiliate Links DGM may receive sponsorships or affiliate commissions for products/services featured. Disclosures will be clear and conspicuous in‑video (and the YouTube “Paid promotion” setting will be enabled) and in the description, using terms such as “Ad,” “Sponsored,” or “Paid promotion.” DGM does not accept compensation from any issuer, underwriter, or dealer to mention or recommend its securities. If that occurs, DGM will prominently disclose the fact, the source, and the amount of compensation in the video and description (Securities Act §17(b)). Independence from Employers/Affiliates Opinions expressed are solely those of DGM and do not represent any past, present, or future employer or affiliated entity. Jurisdiction & Audience Content is intended for U.S. residents and a general audience; do not rely on it as personalized guidance. Distribution may be restricted in certain jurisdictions. CFA Institute Trademark Notice CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CFA Institute does not endorse, promote, or warrant this content. Copyright & Reservation of Rights © 2025 Dividend Growth Machine, LLC. All rights reserved. Limited excerpts may be shared with attribution; no other reproduction, redistribution, or transmission without prior written permission. 👉 Full Terms of Service: https://www.coffeecaninvesting.app/terms 👉 Privacy Policy: https://www.coffeecaninvesting.app/privacy
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