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
We’re back! Glenn breaks down our position in Texas Pacific Land (TPL). Its unusual history, corporate structure, and dividend The catalysts for future price appreciation and dividend growth. The main risks to our investment And a quick update on fair… Read More
Lead portfolio manager Glenn Busch breaks down our position in American Tower (AMT) The catalysts for future price appreciation and dividend Growth American Tower’s big option play The biggest risk to our investment Finally our estimate of fair value Listen… Read More
Listen AMM Dividend Letters #39 – Proving Yourself Wrong & eBay #40 – The Emoji Guide to Investing & Charles Schwab #24 – How Long Can You Hold Onto Disney Links Horizon Kinetics Q3 2020 Letter The Art of Execution… Read More
Pool Corp keeps popping up on our high-quality dividend growth screens so why don’t we own it? In episode 26 of the AMM Dividend Growth Podcast, Glenn breaks down how Pool Corp’s builds a business moat with its distributor model…. Read More
Broadridge Financial Services is an important company for the smooth functioning of financial markets. But it’s probably a company you don’t recognize. Broadridge is a company we’ve followed for a couple of years and then during the Coronavirus market panic… Read More
Why we trimmed Apple for a second time this year. How the short-term exuberance in tech stocks and specifically Apple went too far too quickly. How that was reflected in Apple’s current P/E ratio. Glenn breaks down what price or… Read More
Glenn discusses why eBay was added to the portfolio and why we are reclassifying it as a source of cash. Glenn also covers how this might change. Then Glenn updates his thoughts on Disney’s ability to and desire to reinstate… Read More
Sometimes you read a book that makes you rethink your investment philosophy and/or portfolio management style. The Art of Execution is that type of book. Glenn briefly breaks down the book about how some of the best European stock pickers… 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