Does Visa’s common stock pass the security test, the asset test, and the income test to count as 1042 Qualified Replacement Property (QRP)? And can it be included in an ESOP Rollover as part of a dividend growth portfolio? Listen… Read More
A tough year for Visa’s stock just got a little tougher. Amazon will stop accepting Visa branded credit cards in the UK. What does this mean for our position in Visa? Is its once unassailable business model now under attack?… Read More
The start of a new series. Does this company pass the asset and income test to count as 1042 Qualified Replacement Property (QRP)? And can it be included in an ESOP Rollover as part of a dividend growth portfolio? The… 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
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
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
The Big Picture – Staying Invested We are strong adherents of the KISS (“keep it simple stupid”) philosophy when it comes to investing. Focus