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The AMM Dividend Growth Podcast

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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… Continue Reading >>
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. << Show Less
Featured Audio
47 - The Perfect! The Perfect Investment? Why we own Domino's Pizza & What Could go Wrong 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 episode, I break down the 4 main catalysts or the 4 main reasons we own Domino's Pizza. The major risks to our investment. And our estimate of fair value using a discounted cash flow model and a price implied expectations analysis.
Subscribe
Join the AMM Newsletter
Download Our DPZ Write-up
AMM Dividend Letter #51: Decision Finality & Domino's Pizza (DPZ)
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 Q1 2022
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858) 755-0909
gbusch@amminvest.com
Newest Audio
47 - The Perfect! The Perfect Investment? Why we own Domino's Pizza & What Could go Wrong 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 episode, I break down the 4 main catalysts or the 4 main reasons we own Domino's Pizza. The major risks to our investment. And our estimate of fair value using a discounted cash flow model and a price implied expectations analysis.
Subscribe
Join the AMM Newsletter
Download Our DPZ Write-up
AMM Dividend Letter #51: Decision Finality & Domino's Pizza (DPZ)
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 Q1 2022
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858) 755-0909
gbusch@amminvest.com
046 - Bottleneck Businesses: Mastercard, American Tower, Visa, Microsoft, and Broadridge Financial 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 other companies could be bottleneck businesses. And I think Visa (V), Microsoft (MSFT), and Broadridge Financial Solutions (BR) would count as bottleneck businesses.
And then a brief update on recent trades involving Broadridge Financial.
Subscribe
Join the AMM Newsletter
Links
Bottleneck Businesses
AMM Dividend Letter #45: Broadridge Financial Solutions
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 Q4 2021
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858) 755-0909
gbusch@amminvest.com
045 - Portfolio Update: Yum Brands, Disney, Domino's Pizza, Starbucks 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 them
Domino's Pizza becomes a full position
Other trades involving Mastercard, Visa, and Starbucks

Links
AMM Dividend Letter #26: Yum Brands
AMM Dividend Letter #36: Starbucks
When Will Disney Pay a Dividend Again?
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 Q4 2021
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858) 755-0909
gbusch@amminvest.com
44 - Essex's Trophy Assets 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 discusses

The structural housing issues in California make Essex's properties valuable.
The risks of Zoom Towns and WFH.
And our estimate of fair value and if Essex is trading at a premium or a discount to our estimate.

Download the 50th Issue of the AMM Dividend Letter
AMM Div Letter #50: Essex Property Trust
Links
Highly competitive market depresses California housing affordability in second-quarter 2021, C.A.R. reports
More Americans Are Leaving Cities, But Don’t Call It an Urban Exodus
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
gbusch@amminvest.com
Schedule a call with Glenn
043 - Why Do We Overestimate Plane Crashes and Stock Market Crashes 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 drastically overestimate the odds of a plane crash and a stock market crash. So, why do we do this? And what can we do about it?
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
gbusch@amminvest.com
Schedule a call with Glenn
042 - Envy Where would you rather live
A) 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
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
gbusch@amminvest.com
Schedule a call with Glenn
041 - Portfolio Update: Intuit Trades, JNJ Spin-Off, & American Tower's Acquisition 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-Ups
AMM Dividend Letter #23 - JNJ
AMM Dividend Letter #41 - INTU
AMM Dividend Letter #46 - AMT
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
gbusch@amminvest.com
Schedule a call with Glenn
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
gbusch@amminvest.com
Schedule a call with Glenn
039 - Portfolio Update: Visa vs Amazon 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
gbusch@amminvest.com
Schedule a call with Glenn
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