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American Money Management LLC
Yield on Cost Podcast
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The 3 major investing lessons from watching a professional blackjack player lose over $230,000.Inside the Edge MovieYouTubePrimeOriginal PostSubscribe to the Yield On Cost Newsletter
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
How the behavioral bias, the Halo and Horns Effect, can harm our portfolios and what we can do to combat it.Subscribe to the Yield on Cost Newsletter
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 identifia
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.Subscribe to the Yield on Cost Newsletter
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 yo
The long-term dividend history of the New York Times is atrocious. But when we zoom into the last few years something interesting emerges. A 3-year CAGR of 20% for its quarterly dividend. The growth corresponds with a business strategy shift at
Decision finality is when you become more certain about a decision when you can't undo it. You're far more certain your horse will win after you place a bet on it than before. How does decision finality affects our investment process and how ca
We eat 350 slices of pizza per second in the U.S. A pizza delivery company that feeds our insatiable demand for pizza could be a great investment. We think so and that's why we own Domino's Pizza (DPZ) in our dividend growth strategy. In this e
Bottleneck businesses is a framework coined and used by Akre Capital Management. The two exmaples they gave as bottleneck businesses are Mastercard (MA) and American Tower (AMT). Using this framework, I go through our portoflio and see what oth
The recent trades we made so far n the AMM Dividend Growth strategy during the market correction.Why Disney & Yum are now sources of cash despite us still liking themDomino's Pizza becomes a full positionOther trades involving Mastercar
We like companies with Trophy Assets, hard to replace assets that create high barriers to entry for competitors. Essex property's portfolio of west coast apartment complexes is a trophy asset. In this episode Glenn discussesThe structural ho
You're afraid of flying and right before you have to get on a plane I ask you how likely is it that your plane will crash? What about stock market crashes? How likely is the market to crash over the next 6 months? If you're like most people you
Where would you rather liveA) in a town with a median income of $25,000 and you make $50,000?B) in a town with a median income of $200,000 and you make $100,000?Everything else is the same. Your job, job title, cost of living, etc.AMM Books
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-UpsAMM Dividend Letter #23
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
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
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. S
The average holding period for stocks continues to shrink hitting an all-time low in the summer of 2020. The cause was every major online brokerage going to zero commission fees and large amounts of people working from home with more time to tr
When we panic we no longer think about the long-term. We make short-term emotional decisions that make us feel good immediately but can harm our long-term goals. Especially with investing. So how can we be like John Glenn who's heart rate barel
Adelphia, Worldcom, Enron all went bankrupt after entering stadium naming rights deals. Intuit just announced a stadium naming rights deal with the LA Clippers for their new arena. It will be called the Intuit Dome. Based on the Stadium Indicat
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.Su
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 LetterAMM BooksAMM Dividend Letter V
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/
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 BooksAMM Dividend Letter Vol. 1AMM Dividen
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