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
Last week we placed trades to bring Domino’s Pizza (DPZ) up to a full position size. The AMM Dividend Growth Strategy is a concentrated strategy and it will hold at most 28 full sized positions. Domino’s has been in the… Read More
We got more clarity from Disney’s management about when they’ll start paying a dividend again and repurchasing shares during the Q3 2021 Earnings Call. And finally, in light of the ongoing recovery from the COVID-19 pandemic as well as our… Read More
Listen AMM Dividend Letters #39 – Proving Yourself Wrong & eBay #40 – The Emoji Guide to Investing & Charles Schwab #24 – How Long Can You Hold Onto Disney Links Horizon Kinetics Q3 2020 Letter The Art of Execution… 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
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 12th episode of the AMM Dividend Growth podcast. If this is your first time listening,… Read More
On Tuesday we sold a portion of our position in Disney. We still have a high conviction for Disney as it integrates the recently acquired Fox assets, builds out its streaming service, and implements the Disney as a Service business… Read More
As much as I like to post and read things confirming my opinion on an investment, it is actually the information that contradicts me that I like and that helps the most. One of the things I’ve learned from Philip… Read More
This is from the AMM Dividend Letter released November 19, 2015. If you want to see the latest “Dividend Stock in Focus” as soon as it’s released then join our mailing list here. Pop quiz! Would you want to own… Read More
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