046 - Bottleneck Businesses: Mastercard, American Tower, Visa, Microsoft, and Broadridge Financial - a podcast by American Money Management LLC
from 2022-02-14T12:00
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.
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AMM Dividend Letter #45: Broadridge Financial Solutions
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AMM Dividend Growth Strategy Q4 2021
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Contact Glenn Busch
(858) 755-0909
gbusch@amminvest.com
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