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 22: The Art of Execution
Sometimes you read a book that makes you rethink your investment philosophy and/or portfolio management style. The Art of Execution is that type of book. Glenn briefly breaks down the book about how some of the best European stock pickers… Read More
The AMM Dividend Growth Podcast #19: Microsoft, Its Cloud Computing and SaaS Future
Digging into our archives, Glenn reviews our investment thesis in Microsoft (MSFT). A position since the start of the AMM Dividend Growth Strategy. Glenn discusses how our thesis changed as Microsoft’s cloud computing and SaaS future came into better focus… Read More
The AMM Dividend Growth Podcast Episode 16: Disney’s Suspended Dividend
Listen Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Wisdom on Value Investing
The AMM Dividend Growth Podcast Episode 15: Why We Trimmed Microsoft & Costco
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 15th episode of the AMM Dividend Growth Podcast. I’m Glenn Busch the lead portfolio manager… Read More
The AMM Dividend Growth Podcast Episode 14: Why We Sold United Technologies (UTX)
Listen Download AMM Dividend Letter 43 United Technologies Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Wisdom on Value Investing Transcript Welcome to the 14th episode of the AMM Dividend Growth Podcast…. Read More
The AMM Dividend Growth Podcast Episode 13: United Technologies (UTX) Spin-Offs to Unlock Value
Listen Download AMM Dividend Letter 43 United Technologies 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…. Read More
The AMM Dividend Growth Podcast Episode 12: Corona Virus and our Portfolio, Bog Iger is Out, Intuit Buys Credit Karma
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
The AMM Dividend Growth Podcast Episode 11: Predicting the Past
Listen Links AMM Q1 2020 Client Letter Ed Yardeni 65 Market Panics Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 The Most Important Thing by Howard Marks Mastering the Market Cycle by… Read More
The AMM Dividend Growth Podcast Episode 10: Why We’re Trimming Apple, Visa, & MasterCard
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