AMM Dividend Growth Podcast
American Money Management LLC
2 Listeners
All episodes
Best episodes
Top 10 AMM Dividend Growth Podcast Episodes
Goodpods has curated a list of the 10 best AMM Dividend Growth Podcast episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to AMM Dividend Growth Podcast for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite AMM Dividend Growth Podcast episode by adding your comments to the episode page.
032 - Home Depot (HD): The Trends Driving Future Growth
AMM Dividend Growth Podcast
09/08/21 • 12 min
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
Fact Sheet
AMM Dividend Growth Strategy Q2 2021
Learn more about American Money Management, LLC.
Contact Glenn Busch
(858) 755-0909
1 Listener
031 - Portfolio Update: Why We Trimmed Discover Financial Services (DFS)
AMM Dividend Growth Podcast
06/15/21 • 6 min
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
Fact Sheet
AMM Dividend Growth Strategy Q1 2021
Learn more about American Money Management, LLC.
Contact Glenn Busch
(858) 755-0909
1 Listener
033 - When Will Disney Start Paying a Dividend Again?
AMM Dividend Growth Podcast
09/20/21 • 5 min
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
Fact Sheet
AMM Dividend Growth Strategy Q2 2021
Learn more about American Money Management, LLC.
Contact Glenn Busch
(858) 755-0909
1 Listener
034 - Are You a Better Investor Than a Pigeon?
AMM Dividend Growth Podcast
10/04/21 • 7 min
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
Fact Sheet
AMM Dividend Growth Strategy Q2 2021
Learn more about American Money Management, LLC.
Contact Glenn Busch
(858) 755-0909
1 Listener
050 - The 2 Ways Luxury Goods Companies like LVMH & Hermès Build Barriers to Entry
AMM Dividend Growth Podcast
07/18/22 • 6 min
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
Subscribe
AMM Books
Fact Sheet
AMM Dividend Growth Strategy Q1 2022
Learn more about American Money Management, LLC.
Contact Glenn Busch
(858) 755-0909
008 - Portfolio Update: eBay sells StubHub & Charles Schwab Gets Bigger
AMM Dividend Growth Podcast
12/09/19 • 9 min
In this portfolio update episode, Glenn Busch discusses eBay selling StubHub and the next asset sale and catalyst for realizing eBay's hidden value. Then Glenn goes into detail about Charles Schwab buying TD Ameritrade. How Schwab and TD shareholders will benefit from this deal. What this means for future dividend growth and share buybacks. The regulatory hurdles for the deal to close.
Show notes & full transcript
Links
AMM Dividend Letter #40: Charles Schwab
Subscribe
Subscribe to the AMM Dividend Letter
Books
Learn more about American Money Management LLC
027 - Portfolio Update: eBay, Charles Schwab, 2 New Starter Positions, & Disney's Dividend
AMM Dividend Growth Podcast
12/08/20 • 16 min
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
Fact Sheet
The AMM Dividend Growth Strategy Q3 2020 Fact Sheet
Learn more about American Money Management, LLC.
Contact Glenn Busch
005 - Portfolio Update: Why We Sold Alcon (ALC) & Anheuser-Busch InBev (BUD)
AMM Dividend Growth Podcast
09/10/19 • 7 min
This is a portfolio update episode, lead portfolio manager Glenn Busch discusses why we sold Alcon (ALC) a recent dividend paying spin-off. Glenn also discusses why we sold a long-term position in Anheuser-Busch InBev (BUD).
Show Notes:
Original Anheuser-Busch InBev (BUD) Dividend Letter
Join our email list!
Books:
You Can be a Stock Market Genius
Learn more about American Money Management, LLC.
041 - Portfolio Update: Intuit Trades, JNJ Spin-Off, & American Tower's Acquisition
AMM Dividend Growth Podcast
12/13/21 • 7 min
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 #41 - INTU
AMM Books
Fact Sheet
AMM Dividend Growth Strategy Q3 2021
Learn more about American Money Management, LLC.
Contact Glenn Busch
(858) 755-0909
006 - Portfolio Update: 2 New Developments for Charles Schwab (SCHW)
AMM Dividend Growth Podcast
10/07/19 • 8 min
Charles Schwab is facing two new developments that require an update episode. In this episode, I'll discuss the new higher interest rate cash accounts at competitors like Wealthfront. Then I'll discuss Schwab's big announcement to cut commission rates to 0% and its implications for Schwab and itas long-term plans.
Show Notes:
Charles Schwab Dividend Letter
AMM Dividend Letter 40: The Emoji Guide to Investing & Charles Schwab (SCHW)
Join our email list!
Books:
Learn more about American Money Management, LLC.
Show more best episodes
Show more best episodes
FAQ
How many episodes does AMM Dividend Growth Podcast have?
AMM Dividend Growth Podcast currently has 55 episodes available.
What topics does AMM Dividend Growth Podcast cover?
The podcast is about Podcasts and Business.
What is the most popular episode on AMM Dividend Growth Podcast?
The episode title '032 - Home Depot (HD): The Trends Driving Future Growth' is the most popular.
What is the average episode length on AMM Dividend Growth Podcast?
The average episode length on AMM Dividend Growth Podcast is 11 minutes.
How often are episodes of AMM Dividend Growth Podcast released?
Episodes of AMM Dividend Growth Podcast are typically released every 14 days, 14 hours.
When was the first episode of AMM Dividend Growth Podcast?
The first episode of AMM Dividend Growth Podcast was released on Mar 25, 2019.
Show more FAQ
Show more FAQ