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
The AMM Dividend Growth Podcast Episode 8: eBay Sells StubHub & Charles Schwab Buys TD Ameritrade
Listen Links ADGP Episode 2 ADGP Episode 3 ADGP Episode 6 AMM Dividend Letter #39: eBay AMM Dividend Letter #40: Charles Schwab Schwab Kills Commissions to Feed its Flywheel of Scale Books AMM Dividend Letter Vol. 1 AMM Dividend Letter… Read More
AMM Dividend Growth Podcast Episode 2 – eBay a New Dividend Payer and a Special Situation Investment
Read the 39th issue of the AMM Dividend Letter AMM Dividend Letter #39: Proving Yourself Wrong & eBay Download the 39th issue of the AMM Dividend Letter AMM Dividend Letter 39 Proving Yourself Wrong & eBay (PDF) Episode Transcript Welcome… Read More
AMM Dividend Letter 39: Proving Yourself Wrong & eBay
Suppose the next time we see you we lay out the following 4 cards in front of you like this. Then we give you the following statement. If a card has a vowel on one side then it has an… Read More