Skip to main content
Spotify for Podcasters
Yield on Cost Podcast

Yield on Cost Podcast

By American Money Management LLC

The companion podcast to the Yield on Cost newsletter by American Money Management, LLC. YOC is all bout investing in high-quality companies that pay a dividend and can grow their dividend at an above-average rate.

Everything you hear here first went out as a newsletter. You can subscribe here mailchi.mp/amminvest/yoc-podcast
Available on
Apple Podcasts Logo
Google Podcasts Logo
Overcast Logo
Pocket Casts Logo
PodBean Logo
RadioPublic Logo
Spotify Logo
Currently playing episode

004 - Intuit (INTU): How Intuit is Building an Economic Moat with QuickBooks Online

Yield on Cost PodcastAug 16, 2019

00:00
21:36
055 - Investing Lessons from a $230,000 Blackjack Loss
Aug 10, 202309:23
054 - The 8 Key Lessons from The Intelligent Quality Investor
Jul 20, 202303:09
053 - Halo, Horns, Politics, & Your Portfolio
Jul 06, 202306:43
052 - The Next Biotech Gold Rush & How Thermo Fisher Scientific Benefits
Jun 15, 202309:53
051 - The Most Misused Warren Buffett Quote
Jun 01, 202305:55
050 - The 2 Ways Luxury Goods Companies like LVMH & Hermès Build Barriers to Entry
Jul 18, 202206:06
049 - Could The New York Times (NYT) Become a Dividend Growth Stalwart?
Jul 11, 202210:08
048 - How to Avoid the Investment Trap of Decision Finality
Jun 27, 202206:55
047 - The Perfect Food! The Perfect Investment? Why we own Domino's Pizza & What Could go Wrong
Jun 16, 202213:12
046 - Bottleneck Businesses: Mastercard, American Tower, Visa, Microsoft, and Broadridge Financial
Feb 14, 202209:57
045 -  Portfolio Update: Yum Brands, Disney, Domino's Pizza, Starbucks
Jan 31, 202205:23
044 - Essex's Trophy Assets
Jan 17, 202216:55
043 - Why Do We Overestimate Plane Crashes and Stock Market Crashes
Jan 03, 202207:38
042 - Envy
Dec 20, 202104:35
041 - Portfolio Update: Intuit Trades, JNJ Spin-Off, & American Tower's Acquisition
Dec 13, 202107:38
040 - Does Visa Count as 1042 Qualified Replacement Property?
Dec 07, 202107:11
039 - Portfolio Update: Visa vs Amazon
Nov 29, 202110:52
038 - Does Apple Count as 1042 Qualified Replacement Property?
Nov 22, 202108:14
037 - Yield on Cost: How and Why We Focus on Rising Income Streams
Nov 15, 202108:51
036 - Investing Lessons from John Glenn: How to Control Our Emotional State
Nov 03, 202107:06
035 - Sell Intuit (INTU) Because of the Stadium Indicator?
Oct 18, 202111:40
034 - Are You a Better Investor Than a Pigeon?
Oct 04, 202107:15
033 - When Will Disney Start Paying a Dividend Again?
Sep 20, 202105:09
032 - Home Depot (HD): The Trends Driving Future Growth
Sep 08, 202112:22
031 - Portfolio Update: Why We Trimmed Discover Financial Services (DFS)
Jun 15, 202106:18
030 - Northrop Grumman (NOC): Nuclear Dividend Growth
Jun 09, 202109:10
029 - Texas Pacific Land (TPL): Oil Royalty Dividend Growth
May 17, 202111:55
028 - American Tower: 5G Dividend Growth
Dec 21, 202017:15
027 - Portfolio Update: eBay, Charles Schwab, 2 New Starter Positions, & Disney's Dividend
Dec 08, 202016:42
026 - Pool Corp: A high Quality Dividend Grower Priced Too High
Nov 09, 202012:01
025 - A Hidden Monopoly: Broadridge Financial Services
Oct 05, 202014:19
024 - Trimming Apple... Again
Sep 08, 202010:47
023 - Portfolio Update: Reclassifying eBay & Disney's Yearend Dividend
Aug 18, 202017:44
022 - The Art of Execution: How to Handle Losing and Winning Positions
Jul 22, 202016:21
021 - Hilton or Marriott? Which One Do We Like Better When They Restart Their Dividend
Jul 07, 202023:45
020 - Portfolio Update: Wells Fargo, JP Morgan, and Disney
Jun 30, 202011:09
019 - Microsoft's Cloud Computing and SaaS Future
Jun 15, 202016:54
018 - Portfolio Update: Wells Fargo as a Source of Cash
Jun 05, 202006:25
017 - Costco: A ROIC Growth Stock
May 26, 202016:46
016 - Disney's Suspended Dividend: Recoverable Calamity or Fundamental Change to Business?
May 11, 202013:09
015 - Portfolio Update: Why We Trimmed Microsoft (MSFT) & Costco (COST)
Apr 17, 202007:05
014 - Portfolio Update: Why We Sold United Technologies (UTX)
Mar 25, 202007:32
013 - United Technologies (UTX): Spin-offs to Unlock Value
Mar 16, 202019:31
012 - Portfolio Update: Managing Corona Virus Risk, Bob Iger Out, Intuit Buys Credit Karma
Mar 03, 202018:04
011 - Predicting the Past
Feb 16, 202008:05
010 - Why We're Trimming Apple, Visa, and MasterCard
Feb 07, 202005:15
009 - Why we're avoiding Hennessy Advisors (HNNA) in our Dividend Growth Strategy
Dec 30, 201910:03
008 - Portfolio Update: eBay sells StubHub & Charles Schwab Gets Bigger
Dec 09, 201909:08
007 - Lockheed Martin (LMT): A Dividend Growth Stalwart
Oct 15, 201914:43
006 - Portfolio Update: 2 New Developments for Charles Schwab (SCHW)
Oct 07, 201908:18