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
We used to own Hilton in our Dividend Growth Strategy. A big reason why we bought Hilton was because of what Marriott did. In this episode, Glenn will explore: Why we like both companies as asset-light high ROIC businesses. How… Read More
Digging into our archives, Glenn reviews our investment thesis in Microsoft (MSFT). A position since the start of the AMM Dividend Growth Strategy. Glenn discusses how our thesis changed as Microsoft’s cloud computing and SaaS future came into better focus… Read More
Listen Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Wisdom on Value Investing
Listen Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Wisdom on Value Investing Transcript Welcome to the 15th episode of the AMM Dividend Growth Podcast. I’m Glenn Busch the lead portfolio manager… Read More
Listen Download AMM Dividend Letter 43 United Technologies Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Wisdom on Value Investing Transcript Welcome to the 14th episode of the AMM Dividend Growth Podcast…. Read More
Listen Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Wisdom on Value Investing Transcript Welcome to the 12th episode of the AMM Dividend Growth podcast. If this is your first time listening,… Read More
Listen Links AMM Q1 2020 Client Letter Ed Yardeni 65 Market Panics Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 The Most Important Thing by Howard Marks Mastering the Market Cycle by… 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