Sign up to save your podcasts
Or
Share AMM Dividend Growth Podcast
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
AMM Dividend Growth Podcast
By American Money Management LLCBusiness
AMM Dividend Growth Podcast episodes
- 045 - Portfolio Update: Yum Brands, Disney, Domino's Pizza, Starbucks
The recent trades we made so far n the AMM Dividend Growth strategy during the market correction.
- Why Disney & Yum are now sources of cash despite us still liking them
- Domino's Pizza becomes a full position
- Other trades involving Mastercard, Visa, and Starbucks
Links
AMM Dividend Letter #26: Yum Brands
AMM Dividend Letter #36: Starbucks
When Will Disney Pay a Dividend Again?
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
6 min - 044 - Essex's Trophy Assets
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 affordability in second-quarter 2021, C.A.R. reports
More Americans Are Leaving Cities, But Don’t Call It an Urban Exodus
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
Schedule a call with Glenn
17 min - 043 - Why Do We Overestimate Plane Crashes and Stock Market Crashes
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 Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858) 755-0909
Schedule a call with Glenn
8 min - 042 - Envy
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
Schedule a call with Glenn
5 min - 041 - Portfolio Update: Intuit Trades, JNJ Spin-Off, & American Tower's Acquisition
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) 755-0909
Schedule a call with Glenn
8 min - 040 - Does Visa Count as 1042 Qualified Replacement Property?
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
(858) 755-0909
Schedule a call with Glenn
8 min - 039 - Portfolio Update: Visa vs Amazon
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 more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858) 755-0909
Schedule a call with Glenn
11 min - 038 - Does Apple Count as 1042 Qualified Replacement Property?
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.com
Contact Glenn Busch
(858) 755-0909
Schedule a call with Glenn
9 min - 037 - Yield on Cost: How and Why We Focus on Rising Income Streams
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 time to trade stocks. We want to build rising income streams and grow the yield on our initial cost. In this episode, Glenn discusses why we want to do this and how we plan to.
Subscribe to the AMM Email List
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
Schedule a call with Glenn
9 min - 036 - Investing Lessons from John Glenn: How to Control Our Emotional State
When we panic we no longer think about the long-term. We make short-term emotional decisions that make us feel good immediately but can harm our long-term goals. Especially with investing. So how can we be like John Glenn who's heart rate barely broke 100 bpm before being launched into space on top of a converted ICBM missile? How can we create an environment that favors long-term thinking and reduces the chance we make a short-term emotion-based decision?
Subscribe to the AMM Email List
Books Mentioned
The Right Stuff by Tom Wolfe
The Obstacle is the Way by Ryan Holiday
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
Schedule a call with Glenn
8 min
About AMM Dividend Growth Podcast
From the publisher's feed
The companion podcast to the AMM Dividend Growth newsletter by American Money Management, LLC. The newsletter is about investing in high-quality companies that pay a dividend and can grow their dividend at an above-average rate.
Everything you hear here first went out as a newsletter. You can subscribe here https://mailchi.mp/612adc9ed06c/ammpodcast