Intuit’s QuickBooks Online is its Software As A Service (SAAS) business. It is replacing Intuit’s legacy QuickBooks Desktop software. QuickBooks Online is part of Intuit’s effort to transform its revenue from highly repeatable transactional sales to highly recurring subscriptions. I… Read More
It is hard to stay invested in a diversified portfolio when the S&P 500 is hitting new highs and your portfolio is not matching its returns. But you don’t have to keep up with the S&P 500. In this video,… Read More
AMM’s Fourth Quarter Client Letter: Everyone knows that you should not put all of your eggs in one basket; it’s a basic tenet of investing. No investment advisor or finance professional will tell you not to diversify your wealth. Diversification… Read More
DowDuPont (DWDP) is a special situation investment that pays a menaingful dividend. As we discussed in AMM Dividend Letter #37 we added DowDuPont to our dividend growth strategy bcause of its upcoming spin-offs. In the video below, we discuss the… Read More
This issue was sent to subscribers on August 3, 2018. Join our email list to receive the AMM Dividend Letter the day it is released. Isle Royale is a remote wilderness isolated by the frigid waters of Lake Superior. Moose… Read More
This morning JP Morgan Chase announced their new commission-free mobile brokerage platform, a trading app. New accounts will get 100 free trades during their first year and if they maintain a balance greater than $15,000 they will continue to get… Read More
Citron Research tweeted on July 19 that AbbVie is the next great drug short. $ABBV the next great drug short. TGT price $60 Gottlieb’s comments for biosimilars and the removal of safe harbor is a DIRECT hit on Abbvie’s abuse… Read More
GE recently announced that a part of its ongoing restructuring effort it will spin-off its GE Healthcare division. GE will spin off 80% of the company to shareholders and then “monetize”, sell, their remaining 20% stake. The announcement peaked… Read More
AMM Third Quarter Client Letter: Over the last few years, no topic seems to have garnered as much interest and concern in the financial world than the specter of rising interest rates. For good reason, since interest rates affect everything… Read More
Yesterday we started selling Hilton Worldwide Holdings (HLT) in all client portfolios that held shares. We first bought Hilton in February 2017 after it completed its three-way spin-off transaction. Hilton separated its timeshare business, real estate holdings, and hotel management… 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