AMM Dividend Growth Podcast

The 3 major investing lessons from watching a professional blackjack player lose over $230,000.

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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)

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How the behavioral bias, the Halo and Horns Effect, can harm our portfolios and what we can do to combat it.

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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

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https://mailchi.mp/amminvest/podcast-yoc

Why Warren Buffett's quote about swinging at a fat pitch is his most misinterpreted quote, what he really meant when he said it, and how I find my fat pitch zone.

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Why have luxury goods companies like Möet Hennessy Louis Vuitton and Hermes been long-term winning companies and stocks?  They create a barrier to entry to competitors through two methods.

The first is signaling. What do the products mean to you and what do you want their products to signal to the rest of the world.

The second is heritage. These brands have been around for a long time. If you want to tie yourself to these historical events and to have your goods mean something in the future then you want to own these older luxury brands instead of newer trendier brands.

Links

Jean Jacques Guiony on In Good Company with Nicolai Tangen 

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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 Q1 2022

Learn more about American Money Management, LLC.

www.amminvest.com

Contact Glenn Busch

(858) 755-0909

[email protected]

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 at the New York Times.

Can The New York Times maintain this recent dividend growth and become a dividend growth stalwart as it transitions to a digital-first subscription company? I discuss what I like about this new business model and my 3 main risks.

Links

2014 NYT Innovation Report

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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 Q1 2022

Learn more about American Money Management, LLC.

www.amminvest.com

Contact Glenn Busch

(858) 755-0909

[email protected]

Decision finality is when you become more certain about a decision when you can't undo it. You're far more certain your horse will win after you place a bet on it than before. How does decision finality affects our investment process and how can we avoid it? Or prevent it from causing us to make a bigger mistake?

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Download Our DPZ Write-up

AMM Dividend Letter #51: Decision Finality & Domino's Pizza (DPZ)

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 Q1 2022

Learn more about American Money Management, LLC.

www.amminvest.com

Contact Glenn Busch

(858) 755-0909

[email protected]

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 dividend growth strategy. In this episode, I break down the 4 main catalysts or the 4 main reasons we own Domino's Pizza. The major risks to our investment. And our estimate of fair value using a discounted cash flow model and a price implied expectations analysis.

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Join the AMM Newsletter

Download Our DPZ Write-up

AMM Dividend Letter #51: Decision Finality & Domino's Pizza (DPZ)

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 Q1 2022

Learn more about American Money Management, LLC.

www.amminvest.com

Contact Glenn Busch

(858) 755-0909

[email protected]

Bottleneck businesses is a framework coined and used by Akre Capital Management. The two exmaples they gave as bottleneck businesses are Mastercard (MA) and American Tower (AMT). Using this framework, I go through our portoflio and see what other companies could be bottleneck businesses. And I think Visa (V), Microsoft (MSFT), and Broadridge Financial Solutions (BR) would count as bottleneck businesses.

And then a brief update on recent trades involving Broadridge Financial.

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Links

Bottleneck Businesses

AMM Dividend Letter #45: Broadridge Financial Solutions

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 Q4 2021

Learn more about American Money Management, LLC.

www.amminvest.com

Contact Glenn Busch

(858) 755-0909

[email protected]