When shareholders of a closely held C Corporation sell their shares to an ESOP (Employee Stock Option Plan) and the ESOP owns 30% or more of the common stock the selling shareholders can do an ESOP rollover. With an ESOP… Read More
Listen Books The Behavioral Investor AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Transcript Welcome to the 10th episode of the AMM Dividend Growth Podcast. I’m Glenn Busch a portfolio manager at American… Read More
Two major components for building long-term corporate value are Return on Invested Capital (ROIC) and growth. This is why Apple’s Q1 2016 earnings report was received so poorly. Apple (AAPL) generates very high returns across several metrics: Return on invested… Read More
This is from the AMM Dividend Letter released January 31, 2014. If you want to see the latest “Dividend Stock in Focus” as soon as it’s released then join our mailing list here. Dividend oriented investors often focus too much… Read More
President Joe Biden’s plan to forgive up to $20,000 of federal student loan debt per borrower has been knocked down by the Supreme Court