10 min

024 - Trimming Apple... Again Yield on Cost Podcast

    • Business

Why we trimmed Apple for a second time this year. How the short-term exuberance in tech stocks and specifically Apple went too far too quickly. How that was reflected in Apple's current P/E ratio. Glenn breaks down what price or P/E ratio we would be willing to pay given Apple's expected earnings growth and its return on invested capital (ROIC). 

This episode is based on the client letter sent out Wednesday, September 2, 2020. You can download the original letter below.

Download Original Client Letter

Trimming Apple, Again.

Links

King Apple

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 Q2 2020 Fact Sheet

Learn more about American Money Management, LLC.

www.amminvest.com

Contact Glenn Busch

email: gbusch@amminvest.com

phone: Schedule a call with Glenn

Why we trimmed Apple for a second time this year. How the short-term exuberance in tech stocks and specifically Apple went too far too quickly. How that was reflected in Apple's current P/E ratio. Glenn breaks down what price or P/E ratio we would be willing to pay given Apple's expected earnings growth and its return on invested capital (ROIC). 

This episode is based on the client letter sent out Wednesday, September 2, 2020. You can download the original letter below.

Download Original Client Letter

Trimming Apple, Again.

Links

King Apple

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 Q2 2020 Fact Sheet

Learn more about American Money Management, LLC.

www.amminvest.com

Contact Glenn Busch

email: gbusch@amminvest.com

phone: Schedule a call with Glenn

10 min

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