Enron went bankrupt after their stadium naming rights deal. So did Adelphia, Worldcom, and Chesapeake Energy. This created the stadium indicator. Any company that does a stadium naming rights deal is going to go bankrupt and you should sell their… Read More
When shareholders of a closely held C Corporation sell their shares to an ESOP (Employee Stock Option Plan) and the ESOP owns 30% or more of the common stock the selling shareholders can do an ESOP rollover. With an ESOP… Read More
The average holding period for stocks continues to shrink hitting an all-time low in the summer of 2020. The cause was every major online brokerage going to zero commission fees and large amounts of people working from home with more… Read More
When we panic we no longer think about the long-term. We make short-term emotional decisions that make us feel good immediately but can harm our long-term goals. Especially with investing. So how can we be like John Glenn who’s heart… Read More
Investing, by definition, is a long-term endeavor. But investing for the long-term means staying focused through periods of short-term volatility, and frequently negative news flow. As the old saying in media goes, “if it bleeds, it leads”. Big down days… Read More
Adelphia, Worldcom, Enron all went bankrupt after entering stadium naming rights deals. Intuit just announced a stadium naming rights deal with the LA Clippers for their new arena. It will be called the Intuit Dome. Based on the Stadium Indicator… Read More
Humans are the smartest animals on this planet so do you think with that big brain of yours that you can beat a pigeon at investing? The answer and the two investing lessons from a light guessing game pitting humans… Read More
Breaking down the 4 major growth drivers for Home Depot’s stock and dividend growth. The growth of the overall DIY sector plus market share gains. The demographic trends driving home sales. Household balance sheets have hit new highs and homeowners… Read More
Episode 33 of the AMM Dividend Growth Podcast tries to answer the question, “When will Disney pay a dividend again?” Listen AMM Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Wisdom on… Read More
Episode 32 of the AMM Dividend Growth Podcast breaks down our position in Home Depot (HD). The major trends that are driving Home Depot’s future dividend growth like gains in market share and demographic shifts. The risks to our investment…. Read More
Bottleneck Business A bottleneck business is a term created by Akre Capital Management and it describes a business that: a) sits atop large, global,