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 ~ April 20, 2017

An interview with Ed Thorp. Successful card counter, hedge fund manager, and author. (The Investors Podcast) Books by or with Ed Thorp in them: A Man for All Markets (Amazon) Fortune's Formula (Amazon) The Kelly Capital Growth Investment Criterion: Theory and Practice (Amazon) Beat the Dealer (Amazon) Beat the Market (Amazon) Kase capital is not [...]

I guess the iPhone isn't just for the gray hairs anymore. PiperJaffray conducted a purchasing survey on the smartphone teenagers, 14-18 years old, are most likely to purchase. The iPhone came out on top by a large margin. The iPhone is at a peak of popularity among teens between the ages of 14 and 18, [...]

What I Wish I Wrote ~ April 7, 2017

A collection of mostly finance related links that I wish I had the talent to create. Uber's arrival has "helped reduce alcohol-related traffic accidents by 25-35%". (The Economist) Pepsi's ads used to be edgy but their latest ad with Kendall Jenner is a laughing stock. This second by second breakdown of the ad is hilarious. [...]

Jeremy Grantham's brief interview with The Wall Street Journal via The Big Picture. Jeremy sees some characteristics of a bubble but the current market is not a bubble. He thinks the market is "decently different" this time. Is Grantham throwing in the towel?

Margin debt hit a new high back February. The twitterverse was lit with hottakes about market tops and crashes. Tweets about margin debt new high !function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0],p=/^http:/.test(d.location)?'http':'https';if(!d.getElementById(id)){js=d.createElement(s);;js.src=p+"://";fjs.parentNode.insertBefore(js,fjs);}}(document,"script","twitter-wjs"); We went through this exact same exercise a year ago. A new high in margin debt doesn't mean the stock market has peaked or a crash is around [...]

4 Sources of AWS’ Business Moat

Amazon Web Services is the leader in cloud computing. Providing cloud computing infrastructure would at first seem to be a commodity-like business but Amazon has built a moat around AWS. Below are the four factors we see creating the business moat around AWS. The first reason for AWS' business moat is its first-mover advantage. Amazon [...]

What I Wish I Wrote ~ March 31, 2017

A collection of mostly investment related links that I wish I had the talent to create. Fertility Rates Keep Dropping, and it’s Going to Hit the Economy Hard (Visual Capitalist) You Would Have Missed 780% In Gains Using The CAPE Ratio, And That’s A Good Thing (Meb Faber) "You need 2 things – a [...]

News media is in the amygdala business. The amygdala is our fear center. Turn on the news. What are they usually talking about? Death, terrorism, financial markets in turmoil. Anything and everything that stimulates your amygdala and fires up your fear response. Regular news media viewers fall prey to the Mean World Syndrome. They believe [...]

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