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
AMM Dividend Letter 43: United Technologies Spin Offs & Dividend Growth
We generally have two major behavioral biases to overcome when managing the AMM Dividend Growth Strategy: Loss Aversion Loss Aversion is the bias that losses weigh heavier on our thinking than gains. Take the following example from behavioral economist Daniel… Read More
eBay: A New Dividend Payer & Special Situation Investment [Video]
eBay was the subject of the 39th issue of the AMM Dividend Letter and we’ve turned that letter into its own video. We cover eBay’s dividend history and safety the catalysts for price appreciation and dividend growth the risks involved… Read More
DowDuPont: A Special Situation Investment [Video]
DowDuPont (DWDP) is a special situation investment that pays a menaingful dividend. As we discussed in AMM Dividend Letter #37 we added DowDuPont to our dividend growth strategy bcause of its upcoming spin-offs. In the video below, we discuss the… Read More
2 Reasons Why We Like the GE Healthcare Spin Off & Valuation
GE recently announced that a part of its ongoing restructuring effort it will spin-off its GE Healthcare division. GE will spin off 80% of the company to shareholders and then “monetize”, sell, their remaining 20% stake. The announcement peaked… Read More