1D·

Is one or both of these shares dirty? 👸

I am considering selling BioNTech and Main Street Capital.

I would use the capital freed up to expand existing positions if the opportunity arises or, if no attractive opportunities arise in the next few weeks, simply switch into my ETFs.

I currently see too many risks with BioNTech: The pipeline is exciting, but competition in the biotech sector is fierce and the big players (Pfizer 😎 etc.) are already strongly established. In addition, the market currently seems to be valuing the company less because of actual progress and more out of speculative interest.

In my opinion, Main Street Capital has benefited greatly from a certain amount of hype in recent months, probably triggered by Finfluencer due to the dividend (left pocket, right pocket...). The quarterly figures were definitely weak in 2025, and I also see risks due to monetary policy, high interest rate sensitivity (although one could probably still benefit here in the short term), but the general banking and economic situation could also hit Main quite hard. Am I seeing this wrong?

How do you see it? Are these shares dirt?

18 Comentários

Klein-Anleger1@Klein-Anleger1

BioNTech would clearly be the stock I would not throw out of my portfolio... Main Street is not for growth

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BockaufDividenden@BockaufDividenden

@Klein-Anleger1 Would you like to explain to me why you think Main Street Capital is dirt? Do you see this as a pure stock or are you aware that it is a BDC?

In my case my purchase is a bit behind, with price + dividends I am quite well into a positive return overall.

From a dividend investor's perspective, I like this stock.

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Klein-Anleger1@Klein-Anleger1

@BockaufDividenden I have to be honest and admit that the principle of increasing the payout ratio to 100% with little or no growth simply doesn't suit me as an investor. I am interested in growth, but I can understand that if someone needs regular cash flow, they will fall back on these kinds of shares. And the statement that a stock is schmuuutz was meant as a joke and as an allusion to the podcast buy high, sell low of tech stocks...

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BockaufDividenden@BockaufDividenden

@Klein-Anleger1 BDCs are required by law to distribute a very high percentage, but they have tax advantages.
Main Street Capital is also a BDC, not a REIT, but you can get confused ;)
I also understand the growth, of course! It's just a different perspective which role you take on as an investor.

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capital_sherpa_2729@capital_sherpa_2729

How can a stock that has outperformed SPY 3+ times since 2007 be dirt?
What isn't dirt?

https://totalrealreturns.com/n/SPY,MAIN

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Matthias@Motz9912

@capital_sherpa_2729 I agree 100%

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Al@agdolp

@Iwamoto But then BMS would have entered into a partnership very erratically - there is a lot in the pipeline.

https://www.bms.com/assets/bms/us/en-us/pdf/investor-info/doc_presentations/2025/BioNTech-BMS-Partnership-Presentation.pdf

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Kate🦋@Iwamoto

@agdolp Thanks, I didn't know that. Then maybe I should stock up even more. 🤭

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Al@agdolp

@Iwamoto am very interested in pharma, due to some overlaps in my work.

- Very volatile market

- potentially after an obvious correction after Corona in my eyes now potential for a general turnaround

- Filling order books already visible at suppliers such as Danaher / Thermofisher

In oncology / hematology, of course, there are always great expectations of 'gamechanger' active ingredients in the air - and in my impression, to put it bluntly: all names are working diligently on many active ingredients that sometimes make it through test phases more or less happily and then often revolutionize therapies in combination with other active ingredients (!) than being the key to everything alone ...

It's a mega-exciting field, the therapies are making huge progress ...

Some topics such as GLP-1 (obesity treatment) then also receive special attention - they are often perceived as popular and over-representative in relation to the rest of the market. Novo etc. ...

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Chris@Multibagger

@Iwamoto You can see how little attention you pay to my few posts on shares.
I would like to give you some food for thought. There are many people researching cancer drugs, but $BNTX is researching vaccinations against it. Imagine being able to vaccinate yourself against breast cancer or prostate cancer at some point, just like against the flu.
I believe that will be possible.

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Kate🦋@Iwamoto

@Multibagger Please forgive me for obviously overlooking your post 🥺

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Chris@Multibagger

@Iwamoto OK, forgiven😉😎

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Chris@Chris-1989

Joined in 2023, since then 20% plus dividend is certainly not dirt 🙄
Certainly the much better investment than Realty Income, which is also held by a perceived 50% because of the monthly payout, which is also available here, plus the return of the last few years.
I also recently divested and regrouped, but it might be interesting again...

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Birnchen@Birnchen

13H

So in our dividend portfolio ( $MAIN, $AGNC, $O, $STAG, $ADC and $GOOD) we currently have 2k in $MAIN, have a loss of 300$ and continue to reinvest the dividends there with 20%.

It is a share that fluctuates a lot, we have been doing this for about 5 years now and have a fluctuation of 200$ plus to sometimes over 300$ minus only with them. But at the end of the year it is still profitable due to the dividends and when reinvesting when they are in the red we even have a further profit by buying the share more cheaply.

In our opinion, you should actually keep them. But this is a personal opinion and not a recommendation :) We've just had the basket to play with for 5 years and are doing quite well with it.

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MrMister@MrMister

I would throw BioNTech out. It is not at all interesting at the moment. Banks are in demand, mainly in developing countries such as Latin America, Southern Europe etc., but Mainstreet has also had its day. There are currently only 4 trends for me: Nuclear, AI/ Robotics, Gold and Defense.

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Matthias@Motz9912

Personally, I am a fan of Main street regardless of the mon dividends

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Brandon90@Brandon90

$BNTX I would keep them. Give them another 2 years and they will stand much higher.

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Wolf_on_Waldstreet@W_o_W

I have been invested in $BNTX since Corona, bought twice and skimmed off stakes from back then. I'll let it run until mid-26 with SL at 80

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