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 its dividend. What could go right with its theme parks and what could go wrong. How college football plays a part in Disney’s dividend too.
Download our original eBay write-up
AMM Dividend Letter #39: Proving Yourself Wrong & eBay
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