
The AMM Dividend Growth Podcast
909 FOLLOWERS
A podcast focused on dividend growth investing and the AMM Dividend Growth Portfolio. Glenn Busch, the lead portfolio manager, discusses a current dividend paying stock in the AMM Dividend Growth Strategy. What are the catalysts and drivers for further dividend growth and price appreciation? What are some of the risks to our investment? What is our estimate of fair value is for the stock?
The AMM Dividend Growth Podcast
1y ago
The 3 major investing lessons from watching a professional blackjack player lose over $230,000.
Inside the Edge Movie
YouTube
Prime
Original Post
Subscribe to the Yield On Cost Newsletter ..read more
The AMM Dividend Growth Podcast
1y ago
The Intelligent Quality Investor is a great introductory book to the world of investing in high-quality companies. What to look for and how to evaluate them.
These are the 8 key lessons I pulled from the book.
The Intelligent Quality Investor (Amazon Affiliate link)
Subscribe to the Yield on Cost Newsletter ..read more
The AMM Dividend Growth Podcast
1y ago
Cheap DNA sequencing, increased computing power, powerful new gene editing tools, and AI are setting up the third wave of the biotechnology revolution. And it's coming for industrial production. Mckinsey estimates there are around 400 identifiable and scientifically feasible production processes that could be disrupted by biotechnology. This is around $2-4 trillion of economic activity. Thermo Fisher is the biotech picks and shovels company that will benefit from this new wave of innovation.
Full Write-up
https://mailchi.mp/amminvest/the-next-biotech-goldrush-thermo-fisher-scientific
Subscribe ..read more
The AMM Dividend Growth Podcast
2y ago
We like companies with Trophy Assets, hard to replace assets that create high barriers to entry for competitors. Essex property's portfolio of west coast apartment complexes is a trophy asset. In this episode Glenn discusses
The structural housing issues in California make Essex's properties valuable.
The risks of Zoom Towns and WFH.
And our estimate of fair value and if Essex is trading at a premium or a discount to our estimate.
Download the 50th Issue of the AMM Dividend Letter
AMM Div Letter #50: Essex Property Trust
Links
Highly competitive market depresses California housing affordabil ..read more
The AMM Dividend Growth Podcast
2y ago
You're afraid of flying and right before you have to get on a plane I ask you how likely is it that your plane will crash? What about stock market crashes? How likely is the market to crash over the next 6 months? If you're like most people you drastically overestimate the odds of a plane crash and a stock market crash. So, why do we do this? And what can we do about it?
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
AMM Dividend Letter Vol. 4
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q3 2021
Learn more about American Money Ma ..read more
The AMM Dividend Growth Podcast
2y ago
Where would you rather live
A) in a town with a median income of $25,000 and you make $50,000?
B) in a town with a median income of $200,000 and you make $100,000?
Everything else is the same. Your job, job title, cost of living, etc.
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
AMM Dividend Letter Vol. 4
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q3 2021
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858) 755-0909
gbusch@amminvest.com
Schedule a call with Glenn ..read more
The AMM Dividend Growth Podcast
2y ago
Why we're trimming Intuit in some accounts. What we're planning on doing right now regarding Johnson & Johnson's spin-off plans. And what we think about American Tower's acquisition of CoreSire Realty.
Original Write-Ups
AMM Dividend Letter #23 - JNJ
AMM Dividend Letter #41 - INTU
AMM Dividend Letter #46 - AMT
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
AMM Dividend Letter Vol. 4
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q3 2021
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858 ..read more
The AMM Dividend Growth Podcast
2y ago
Does Visa's common stock pass the security test, the asset test, and the income test to count as 1042 Qualified Replacement Property (QRP)? And can it be included in an ESOP Rollover as part of a dividend growth portfolio?
Subscribe to the AMM Email List
Books Mentioned
Leveraged ESOPS and Employee Buyouts 7th Edition
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
AMM Dividend Letter Vol. 4
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q3 2021
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch ..read more
The AMM Dividend Growth Podcast
2y ago
A tough year for Visa's stock just got a little tougher. Amazon will stop accepting Visa branded credit cards in the UK. What does this mean for our position in Visa? Is its once unassailable business model now under attack? What type of future is the current stock price pricing in? Is the potential return worth the risk now?
Subscribe to the AMM Email List
Books Mentioned
Expectations Investing
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
AMM Dividend Letter Vol. 4
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q3 2021
Learn mor ..read more
The AMM Dividend Growth Podcast
2y ago
The start of a new series. Does this company pass the asset and income test to count as 1042 Qualified Replacement Property (QRP)? And can it be included in an ESOP Rollover as part of a dividend growth portfolio? The first company is Apple.
Subscribe to the AMM Email List
Books Mentioned
Leveraged ESOPS and Employee Buyouts 7th Edition
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
AMM Dividend Letter Vol. 4
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q3 2021
Learn more about American Money Management, LLC.
www.amminvest ..read more