Read the 41st issue of the AMM Dividend Letter AMM Dividend Letter 41: How Brewing Beer is Like Investing and Intuit (INTU) Or download the 41st issue as a PDF AMM Dividend Letter 41 How Brewing Beer is… Read More
Brewing beer is a simple recipe. Water Malt Yeast Hops First, mill grains to break up the kernels. Then steep the grains in hot water to turn its starches into sugar. The result is a sweet liquid called wort. Then… Read More
AMM Third Quarter 2019 Client Letter “History doesn’t repeat itself, but it often rhymes.” – Attributed to Mark Twain This summer marks the 20th anniversary of AMM! And, while we are not marking the occasion with much fanfare, it does… Read More
eBay was the subject of the 39th issue of the AMM Dividend Letter and we’ve turned that letter into its own video. We cover eBay’s dividend history and safety the catalysts for price appreciation and dividend growth the risks involved… Read More
Read the 40th issue of the AMM Dividend Letter AMM Dividend Letter #40: The Emoji Guide to Investing & Charles Schwab Download the 40th issue as a PDF AMM Dividend Letter #40: The Emoji Guide to Investing & Charles Schwab… Read More
On Tuesday we sold a portion of our position in Disney. We still have a high conviction for Disney as it integrates the recently acquired Fox assets, builds out its streaming service, and implements the Disney as a Service business… Read More
The stock market (S&P 500) has been on a wild ride over the last 7 months. On September 20, 2018, the S&P 500 reached 2930.75. A new all-time high. By Christmas Eve the S&P 500 was trading at 2,351. A… Read More
Since 2010 Starbucks (SBUX) has grown its quarterly dividend at a compound annual growth rate of 24.53%! In this video, we discuss the catalysts that will allow Starbucks to continue to grow its dividend each year. We also cover the… Read More
AMM Second Quarter 2019 Client Letter Anyone who has even casually sought investment advice has likely heard the adage “invest for the long-term”. It’s probably the most commonly dispensed piece of investment advice – right up there with “don’t put… Read More
Read the 39th issue of the AMM Dividend Letter AMM Dividend Letter #39: Proving Yourself Wrong & eBay Download the 39th issue of the AMM Dividend Letter AMM Dividend Letter 39 Proving Yourself Wrong & eBay (PDF) Episode Transcript Welcome… Read More
Happy New Year! As we begin 2020 we are trimming some positions in the AMM Dividend Growth strategy that currently exceed our maximum position