One of the hardest things for us to do as a portfolio manager is to sell a portion of a winning position. A position that has gained in value is a symbol to our brilliance and a testament to our… Read More
Schwab is cutting commissions to 0%! Starting on October 7 all U.S. traded ETFs, stocks, and options will trade commission free. Schwab will still charge $0.65 per contract on options trades. Schwab is a discount broker. Clearly they just erased… Read More
Listen to the Episode Read the full portfolio update letter Why we Sold Alcon (ALC) and Anheuser-Busch InBev (BUD) Original Anheuser-Busch InBev (BUD) Dividend Letter AMM Dividend Letter #7 Join our email list! Subscribe here Books: You Can be a… Read More
We recently sold Alcon (ALC) and Anheuser-Busch InBev (BUD) in all client accounts last week. We used the proceeds from the Anheuser-Busch InBev trade to start a position in Costco (COST).* Some accounts may still own a small position in… Read More
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 is in a correction. While the trigger is unique the panic-induced selling is not. So after this rapid panic-induced market correction,