AMM Dividend Growth Podcast

By American Money Management LLC

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 divide... more

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FAQs about AMM Dividend Growth Podcast:

How many episodes does AMM Dividend Growth Podcast have?

The podcast currently has 55 episodes available.

AMM Dividend Growth Podcast episodes:

October 18, 2021 035 - Sell Intuit (INTU) Because of the Stadium Indicator?
Adelphia, Worldcom, Enron all went bankrupt after entering stadium naming rights deals. Intuit just announced a stadium naming rights deal with the LA Clippers for their new arena. It will be called the Intuit Dome. Based on the Stadium Indicator we should now sell Intuit?
In this episode, Glenn looks at the behavioral bias that feeds this heuristic trading rule and what are the actual returns to publicly traded companies that do stadium naming right deals.
Subscribe to the AMM Email List
Links
Concinnus Financial Research Report: Do Stadium Naming Rights Align With Shareholder Best Interests?
A Stadium by Any Other Name: The Value of Naming Rights
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q2 2021
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858) 755-0909
[email protected]
Schedule a call with Glenn
...more
12min
October 04, 2021 034 - Are You a Better Investor Than a Pigeon?
Humans are the smartest animals on this planet so do you think with that big brain of yours that you can beat a pigeon at investing? The answer and the two investing lessons from a light guessing game pitting humans against pigeons and rats.
Subscribe to the AMM Email List
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q2 2021
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858) 755-0909
[email protected]
Schedule a call with Glenn
...more
8min
September 20, 2021 033 - When Will Disney Start Paying a Dividend Again?
When will Disney bring back its dividend after eliminating it because of the coronavirus shutdowns? Management finally gave us some clarification in its Q3 2021 earnings call.
Subscribe to the AMM Dividend Letter
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q2 2021
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858) 755-0909
[email protected]
Schedule a call with Glenn
...more
6min
September 08, 2021 032 - Home Depot (HD): The Trends Driving Future Growth
The major trends that are driving Home Depot's future growth like gains in market share and demographic shifts. The risks to our investment. Are we in another housing bubble? And finally, our estimate of fair value based on an ROIC justified P/E ratio and a DCF model.
Download the Original Write-up
AMM Dividend Letter #49: Home Depot
Links
Housing and Demographics: The Next Big Shift
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q2 2021
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858) 755-0909
[email protected]
Schedule a call with Glenn
...more
13min
June 15, 2021 031 - Portfolio Update: Why We Trimmed Discover Financial Services (DFS)
Why we recently trimmed Discover Financial Services (DFS) in the AMM Dividend Growth Strategy and a new risk that emerged from the increased stimulus and U.S. consumers with a lot of excess cash.
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q1 2021
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858) 755-0909
[email protected]
Schedule a call with Glenn
...more
7min
June 09, 2021030 - Northrop Grumman (NOC): Nuclear Dividend Growth
Breaking down our position in Northrop Grumman (NOC).
Its emerging Nuclear Triad monopoly

The immediate risks that we see

And our estimate of fair value.
For brevity, dividend history and dividend safety will not be talked about in this episode but can be found in our original write-up that you can download below.
Download the Original Write-up
AMM Dividend Letter #48: Northrop Grumman

AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing

Fact Sheet
AMM Dividend Growth Strategy Q1 2021

Learn more about American Money Management, LLC.
www.amminvest.com

Contact Glenn Busch
(858) 755-0909
[email protected]
Schedule a call with Glenn
...more
10min
May 17, 2021029 - Texas Pacific Land (TPL): Oil Royalty Dividend Growth
We're back! Glenn breaks down our position in Texas Pacific Land (TPL).
Its unusual history, corporate structure, and dividend

The catalysts for future price appreciation and dividend growth.

The main risks to our investment

And a quick update on fair value after its recent strong price run
Download the Original Write-Up
AMM Dividend Letter #47: Texas Pacific Land
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q1 2021
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
[email protected]
Schedule a call with Glenn
...more
12min
December 21, 2020028 - American Tower: 5G Dividend Growth
Lead portfolio manager Glenn Busch breaks down our position in American Tower (AMT)
The catalysts for future price appreciation and dividend growth

American Tower's big option play

The biggest risk to our investment

Finally our estimate of fair value
Download Letter #46
AMM Dividend Letter 46 - American Tower: 5G Dividend Growth
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing
Fact Sheet
The AMM Dividend Growth Strategy Q3 2020 Fact Sheet
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
[email protected]
Schedule a call with Glenn
...more
18min
December 08, 2020 027 - Portfolio Update: eBay, Charles Schwab, 2 New Starter Positions, & Disney's Dividend
Glenn breaks down why we sold the rest of our eBay (EBAY) position. The 2 main reasons why we sold our position in Charles Schwab (SCHW). Glenn then reviews our new positioning size rules or new positions and why we're doing this. Then he briefly introduces are two new positions in Domino's Pizza (DPZ) and Texas Pacific Land Trust (TPL). Finally, how we're handling Disney and its decision to forgo its yearend dividend.
Links
Horizon Kinetics Q3 2020 Letter
The Art of Execution by Lee Freeman-Shor
Subscribe
Join our email newsletter list
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing
Fact Sheet
The AMM Dividend Growth Strategy Q3 2020 Fact Sheet
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
[email protected]
Schedule a call with Glenn
...more
17min
November 09, 2020 026 - Pool Corp: A high Quality Dividend Grower Priced Too High
Pool Corp keeps popping up on our high-quality dividend growth screens so why don't we own it? Glenn breaks down how Pool Corp's builds a business moat with its distributor model, the catalysts and risks to Pool Corp's future growth, and why we think Pool Corp is too expensive right now.
Links
Scuttleblurb
Subscribe
Join our email newsletter list
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing
Fact Sheet
The AMM Dividend Growth Strategy Q3 2020 Fact Sheet
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
[email protected]
Schedule a call with Glenn
...more
12min

FAQs about AMM Dividend Growth Podcast:

How many episodes does AMM Dividend Growth Podcast have?

The podcast currently has 55 episodes available.