Yield on Cost Podcast American Money Management LLC
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The companion podcast to the Yield on Cost newsletter by American Money Management, LLC. YOC is all bout investing in high-quality companies that pay a dividend and can grow their dividend at an above-average rate.
Everything you hear here first went out as a newsletter. You can subscribe here https://mailchi.mp/amminvest/yoc-podcast
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055 - Investing Lessons from a $230,000 Blackjack Loss
The 3 major investing lessons from watching a professional blackjack player lose over $230,000.
Inside the Edge Movie
YouTube
Prime
Original Post
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054 - The 8 Key Lessons from The Intelligent Quality Investor
The Intelligent Quality Investor is a great introductory book to the world of investing in high-quality companies. What to look for and how to evaluate them.
These are the 8 key lessons I pulled from the book.
The Intelligent Quality Investor (Amazon Affiliate link)
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053 - Halo, Horns, Politics, & Your Portfolio
How the behavioral bias, the Halo and Horns Effect, can harm our portfolios and what we can do to combat it.
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052 - The Next Biotech Gold Rush & How Thermo Fisher Scientific Benefits
Cheap DNA sequencing, increased computing power, powerful new gene editing tools, and AI are setting up the third wave of the biotechnology revolution. And it's coming for industrial production. Mckinsey estimates there are around 400 identifiable and scientifically feasible production processes that could be disrupted by biotechnology. This is around $2-4 trillion of economic activity. Thermo Fisher is the biotech picks and shovels company that will benefit from this new wave of innovation.
Full Write-up
https://mailchi.mp/amminvest/the-next-biotech-goldrush-thermo-fisher-scientific
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051 - The Most Misused Warren Buffett Quote
Why Warren Buffett's quote about swinging at a fat pitch is his most misinterpreted quote, what he really meant when he said it, and how I find my fat pitch zone.
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050 - The 2 Ways Luxury Goods Companies like LVMH & Hermès Build Barriers to Entry
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
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Contact Glenn Busch
(858) 755-0909
gbusch@amminvest.com