The long-term dividend history of the New York Times is atrocious. But when we zoom into the last few years something interesting emerges. A 3-year CAGR of 20% for its quarterly dividend. The growth corresponds with a business strategy shift… Read More
We eat 350 slices of pizza per second in the U.S. A pizza delivery company that feeds our insatiable demand for pizza could be a great investment. We think so and that’s why we own Domino’s Pizza (DPZ) in our… Read More
The average holding period for stocks continues to shrink hitting an all-time low in the summer of 2020. The cause was every major online brokerage going to zero commission fees and large amounts of people working from home with more… Read More
Adelphia, Worldcom, Enron all went bankrupt after entering stadium naming rights deals. Intuit just announced a stadium naming rights deal with the LA Clippers for their new arena. It will be called the Intuit Dome. Based on the Stadium Indicator… Read More
We’re back! Glenn breaks down our position in Texas Pacific Land (TPL). Its unusual history, corporate structure, and dividend The catalysts for future price appreciation and dividend growth. The main risks to our investment And a quick update on fair… Read More
Lead portfolio manager Glenn Busch breaks down our position in American Tower (AMT) The catalysts for future price appreciation and dividend Growth American Tower’s big option play The biggest risk to our investment Finally our estimate of fair value Listen… 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
Pool Corp keeps popping up on our high-quality dividend growth screens so why don’t we own it? In episode 26 of the AMM Dividend Growth Podcast, Glenn breaks down how Pool Corp’s builds a business moat with its distributor model…. Read More
Broadridge Financial Services is an important company for the smooth functioning of financial markets. But it’s probably a company you don’t recognize. Broadridge is a company we’ve followed for a couple of years and then during the Coronavirus market panic… Read More
Why we trimmed Apple for a second time this year. How the short-term exuberance in tech stocks and specifically Apple went too far too quickly. How that was reflected in Apple’s current P/E ratio. Glenn breaks down what price or… Read More
Bonds are essentially loans. You give a company or some other entity money, they pay you interest, and eventually give you your original investment