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
Suppose the next time we see you we lay out the following 4 cards in front of you like this. Then we give you the following statement. If a card has a vowel on one side then it has an… Read More
Download the full Starbucks dividend letter below AMM Dividend Letter #38: Loss Aversion, Fear, and Starbucks Subscribe to the AMM Email List to get everything we send to our clients. AMM Email Newsletter You can find Pershing Square’s Starbucks presentation… Read More
Listen Links ADGP Episode 2 ADGP Episode 3 ADGP Episode 6 AMM Dividend Letter #39: eBay AMM Dividend Letter #40: Charles Schwab Schwab Kills