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 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
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
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
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