025 - A Hidden Monopoly: Broadridge Financial Services - a podcast by American Money Management LLC
from 2020-10-05T16:46:31
Broadridge Financial Services is an important company for the smooth functioning of financial markets. But it's probably a company you don't recognize. Broadridge is a company we've followed for a couple of years and then during the Coronavirus market panic it trade at a deep discount to our estimate of fair value so we bought it.
In this episode, Glenn breaks down the hidden monopoly that Broadridge has and the high switching costs and barriers to entries this creates. Glenn also highlights a couple of trends within the financial services industry that will drive Broadridge's future growth. Then Glenn covers the risks and our estimate of fair value using an economic profit model.
Download AMM Dividend Letter 45
Broadridge Financial Services: A Hidden Monopoly
Subscribe
Join our email newsletter list
AMM Books
Fact Sheet
The AMM Dividend Growth Strategy Q2 2020 Fact Sheet
Learn more about American Money Management, LLC.
Contact Glenn Busch
email: gbusch@amminvest.com
phone: Schedule a call with Glenn
Further episodes of Yield on Cost Podcast
Further podcasts by American Money Management LLC
Website of American Money Management LLC