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Written by

Noah Zelvis

Read our latest issues:

Dividend Brief Analysis

The Boring Plumbing Stock That's Secretly an AI Trade

Sep 7, 2026

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7 min read

The Boring Plumbing Stock That's Secretly an AI Trade

This mid-cap industrial barely gets mentioned. It should.

Dividend Brief Newsletter

Dividend Income From Grid Buildouts, Title Fees, and Permian Barrels

Sep 6, 2026

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8 min read

Dividend Income From Grid Buildouts, Title Fees, and Permian Barrels

AI power demand, housing paperwork, Permian cash, and one payout that just got cut.

Dividend Brief Analysis

The Regulated Utility Sitting on an AI Windfall

Sep 4, 2026

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7 min read

The Regulated Utility Sitting on an AI Windfall

Server farms guzzle megawatts by the second. One heartland power play is still mispriced.

Dividend Brief Newsletter

Rate Cut Bets Just Reshuffled the Income Playbook

Sep 3, 2026

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7 min read

Rate Cut Bets Just Reshuffled the Income Playbook

A 54-year raiser, a rate cut trade, and an insurer that likes December surprises.

Dividend Brief Analysis

The Sun Belt Warehouse Landlord That Just Raised Its Dividend Again

Sep 2, 2026

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7 min read

The Sun Belt Warehouse Landlord That Just Raised Its Dividend Again

A 30-year dividend raiser in industrial real estate just got tagged undervalued. Yep, again.

Dividend Brief Newsletter

40% Revenue Growth, Four Decades of Hikes, and One Wednesday Earnings Triple

Sep 1, 2026

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7 min read

40% Revenue Growth, Four Decades of Hikes, and One Wednesday Earnings Triple

Plus: a 27% dividend hike from a chip equipment leader, and what to do with two P&C insurers running hot.

Dividend Brief Analysis

The Green Infrastructure Yield Play Sitting on a Tradeable Floor

Aug 31, 2026

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6 min read

The Green Infrastructure Yield Play Sitting on a Tradeable Floor

4%+ yield, green infrastructure, and a Fed path that cuts both ways for rate-sensitive payers.

Dividend Brief Newsletter

The Utility On Sale, the 6% Payer, and the Patent Cliff That Never Came

Aug 30, 2026

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7 min read

The Utility On Sale, the 6% Payer, and the Patent Cliff That Never Came

A 6% midstream payer, a utility marked down on rate-case noise, and a patent cliff that never came.

Dividend Brief Analysis

The Hydration Play Where You Get in Cheaper Than the CEO Did

Aug 28, 2026

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6 min read

The Hydration Play Where You Get in Cheaper Than the CEO Did

A CEO just bet seven figures on his own shares, and the market has barely blinked.

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