28 episodes

A podcast focused on dividend growth investing and the AMM Dividend Growth Portfolio. Glenn Busch, the lead portfolio manager, discusses a current dividend paying stock in the AMM Dividend Growth Strategy. What are the catalysts and drivers for further dividend growth and price appreciation? What are some of the risks to our investment? What is our estimate of fair value is for the stock?

Update episodes focus on portfolio management, major developments to a current holding, and any changes to a holding's investment thesis.

The AMM Dividend Growth Podcast American Money Management LLC

    • Business
    • 5.0 • 2 Ratings

A podcast focused on dividend growth investing and the AMM Dividend Growth Portfolio. Glenn Busch, the lead portfolio manager, discusses a current dividend paying stock in the AMM Dividend Growth Strategy. What are the catalysts and drivers for further dividend growth and price appreciation? What are some of the risks to our investment? What is our estimate of fair value is for the stock?

Update episodes focus on portfolio management, major developments to a current holding, and any changes to a holding's investment thesis.

    028 - American Tower: 5G Dividend Growth

    028 - 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

    gbusch@amminvest.com

    Schedule a call with Glenn

    • 17 min
    027 - Portfolio Update: eBay, Charles Schwab, 2 New Starter Positions, & Disney's Dividend

    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

    gbusch@amminvest.com

    Schedule a call with Glenn

    • 16 min
    026 - Pool Corp: A high Quality Dividend Grower Priced Too High

    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

    gbusch@amminvest.com

    Schedule a call with Glenn

    • 12 min
    025 - A Hidden Monopoly: Broadridge Financial Services

    025 - A Hidden Monopoly: Broadridge Financial Services

    Broadridge Financial Services is an important company for the smooth functioning of financial markets. But it's probably a company you don't recognize. Broadridge is a company we've followed for a couple of years and then during the Coronavirus market panic it trade at a deep discount to our estimate of fair value so we bought it.

    In this episode, Glenn breaks down the hidden monopoly that Broadridge has and the high switching costs and barriers to entries this creates. Glenn also highlights a couple of trends within the financial services industry that will drive Broadridge's future growth. Then Glenn covers the risks and our estimate of fair value using an economic profit model.

    Download AMM Dividend Letter 45

    Broadridge Financial Services: A Hidden Monopoly

    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

    • 14 min
    024 - Trimming Apple... Again

    024 - Trimming Apple... Again

    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
    023 - Portfolio Update: Reclassifying eBay & Disney's Yearend Dividend

    023 - Portfolio Update: Reclassifying eBay & Disney's Yearend Dividend

    Glenn discusses why eBay was added to the portfolio and why we are reclassifying it as a source of cash. Glenn also covers how this might change. Then Glenn updates his thoughts on Disney's ability to and desire to reinstate its dividend. What could go right with its theme parks and what could go wrong. How college football plays a part in Disney's dividend too.

    Download our original eBay write-up

    AMM Dividend Letter #39: Proving Yourself Wrong & eBay

    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

    Learn more about American Money Management, LLC.

    www.amminvest.com

    Contact Glenn Busch

    phone: (858) 755-0909

    email: gbusch@amminvest.com

    • 17 min

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