The long-term dividend history of the New York Times is atrocious. But when we zoom into the last few years something interesting emerges. A 3-year CAGR of 20% for its quarterly dividend. The growth corresponds with a business strategy shift… Read More
ADGP Episode 48: How to Avoid the Investment Trap of Decision Finality
Decision Finality Decision finality is when you become more certain about a decision when you can’t undo it. You’re far more certain your horse will win after you place a bet on it than before. How does decision finality affect… Read More
The AMM Dividend Growth Podcast Ep. 47: Why We Own Domino’s Pizza (DPZ) & What Could Go Wrong
We eat 350 slices of pizza per second in the U.S. A pizza delivery company that feeds our insatiable demand for pizza could be a great investment. We think so and that’s why we own Domino’s Pizza (DPZ) in our… Read More
Portfolio Update: Yum Brands, Disney, & Domino’s Pizza [Podcast]
The recent trades we made so far n the AMM Dividend Growth strategy during the market correction. Why Disney & Yum are now sources of cash despite us still liking them Domino’s Pizza becomes a full position Other trades involving… Read More
Does Visa Count as 1042 Qualified Replacement Property? [Podcast]
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
Portfolio Update: Visa vs Amazon [Podcast]
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
Does Apple Count as 1042 Qualified Replacement Property? [Podcast]
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
Yield on Cost: How and Why We Focus on Rising Income Streams [Podcast]
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
Investing Lessons from John Glenn: How to Control Our Emotional State [Podcast]
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
Sell Intuit Because of the Stadium Indicator? [Podcast]
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
- 1
- 2
- 3
- 4
- Next Page »