The AMM Dividend Letter is a monthly e-newsletter focused on dividend growth investing.

Each issue will focus on one company currently in our portfolio and feature an analysis of the potential catalysts for further price appreciation and dividend growth.

You will also receive periodic updates when we sell a stock or when a holding is bought out.

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What I Wish I Wrote ~ August 19, 2016

A collection of mostly finance related links and podcasts that I wish I had the talent to create. Is the golden age of dividend growth over? (Morningstar) Instead of figuring out your "margin of safety" find out what your "margin of danger" is. (Medium) Warren Buffett and Charlie Munger's checklist. U.F.O.V. (Hurricane Capital) Howard Marks' [...]

Slot Machine Disruption

Slot machines today are better designed and extremely high-tech compared to their early brethren. However, both old and new still operate under the variable reward system, luck based, and both require us to still sit there in front of the machine. Smartphones are changing this. Casinos are facing demographic issues. Older people, baby boomers and [...]

What I Wish I Wrote ~ July 29, 2016

A collection of links to articles and podcasts that I wish I had the talent to create. Apple's third quarter 2016 results in charts. (Six Colors) Is Apple the first trillion dollar company? (SumZero) "Avoiding huge mistakes at the wrong times is half the battle. Try to learn from the mistakes of the previous generations [...]

Before last Friday Nintendo's shares increased in value by 56% based on the popularity of Pokemon Go. The meteoric rise in Nintendo's share price is a great example of the Substitution Heuristic. The Substitution Heuristic happens when we're faced with a tough question. If the question is too hard we will substitute the hard question [...]

What I Wish I Wrote ~ July 22, 2016

A collection of mostly finance links and podcasts that I wish I had the talent to create. “Learn to sell. In business you’re always selling" ~ A dozen things I learned from Mark Cuban. (25iq) Why do we haggle on car prices but not everything else we buy? (Priceonomics) A huge collection with a brief [...]

Today's confirmation bias for our positions in Pepsi (PEP) and Microsoft (MSFT) comes via Barron's and their interview with Eric Schoenstein, portfolio manager for the Jensen Quality Growth Fund (JENSX). PepsiCo: The fund doesn’t pick sides when it comes to Pepsi versus Coca-Cola ( KO ) at least not when it comes to the companies’ [...]

What I Wish I Wrote ~ July 15, 2016

Uncovering Alpha in Microcaps & Special Situations: Peter Rabover, Artko Capital (Harvest) Why don't terrible free throw shooters like Shaq, Wilt Chamberlain, DeAndre Jordan shoot underhand like Hall of Famer Rick Barry? More importantly, why do good ideas die? (Revisionist History) Why Visa is a buy from the University of Iowa's Henry Fund. (Valuewalk, PDF) [...]

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