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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Yahoo! Finance conducted an interview with Warren Buffett, Ted Weschler, and Todd Combs. If you like to read all day and manage money, then Berkshire is the place to be. This is how Todd Comb's describes his daily routine. “I get in around 7 or 8, and I read until about 7 or 8 at [...]

What I Wish I Wrote ~ April 28, 2017

A collection of mostly finance related links that I wish I had the talent to create. @EconomPic live look at the upcoming tax debates on twitter pic.twitter.com/AvQzwOIkL6— Ben Carlson (@awealthofcs) April 27, 2017 An article went up on Value Investor's Club recommending a short position in Apple (AAPL). These are all the counterpoints to that [...]

ESPN made news today with the announcement that it will "layoff" 100 staff members. I've personally been of the opinion that ESPN has been bloated with on-air talent for a while. How many white bald former NFL QBs do you need on one show? Especially when you can't tell them apart? It was easy to [...]

Tren Griffin of 25iq put out a tweetstorm with some insight on why Procter & Gamble's (PG) high margined grooming business, Gillette, is getting nicked (pun's always intended) by new online competitors like Harry's and Dollar Shave CLub. In 2004 Gillette had 60% gross margins before being bought by P&G. That margin = the challenger's [...]

One of our concerns with Procter & Gamble, we still own it, is disruption by the shave clubs, Harry's and Dollar Shave Club. PG's latest quarterly earnings report did not belie our concerns. Organic sales were down 6%. The U.S. is the most profitable part of PG's grooming business and it lead the decline. From [...]

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, [...]

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