Log in

goodpods headphones icon

To access all our features

Open the Goodpods app
Close icon
AMM Dividend Growth Podcast - 039 - Portfolio Update: Visa vs Amazon

039 - Portfolio Update: Visa vs Amazon

11/29/21 • 10 min

AMM Dividend Growth Podcast

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

[email protected]

Schedule a call with Glenn

plus icon
bookmark

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

[email protected]

Schedule a call with Glenn

Previous Episode

undefined - 038 - Does Apple Count as 1042 Qualified Replacement Property?

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

[email protected]

Schedule a call with Glenn

Next Episode

undefined - 040 - Does Visa Count as 1042 Qualified Replacement Property?

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

[email protected]

Schedule a call with Glenn

Episode Comments

Generate a badge

Get a badge for your website that links back to this episode

Select type & size
Open dropdown icon
share badge image

<a href="https://goodpods.com/podcasts/amm-dividend-growth-podcast-15532/039-portfolio-update-visa-vs-amazon-17787767"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to 039 - portfolio update: visa vs amazon on goodpods" style="width: 225px" /> </a>

Copy