by Aptus PM Team | Dec 18, 2025 | Market Updates, Webinar
We held a webinar to recap 2025 and look ahead to 2026, and wanted to share the replay. We break down insights from our latest outlook piece, “Be an American Psycho,” including how to evaluate hurdle rates when constructing portfolios. The discussion also covers major...
by Aptus PM Team | Dec 12, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from Mag 7 to the rest, FOMC plans and bond yields around the globe, to inflation expectations and the economy. Hope you have a great...
by Aptus PM Team | Dec 5, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rotating leaders to strong earnings, 2026 stories and FOMC impact, and the economy and inflation. Hope you have a great weekend!...
by Aptus PM Team | Dec 5, 2025 | Equity Research, Webinar
Watch as James Yahoudy, CFP, Brad Rapking, CFA, and Dave Wagner, CFA, discuss December’s Compounders Trade Rationale. Topics Covered: Buy/Sell Amphenol Corp (APH): What Do They Do? The Decentralized Structure The Fundamentals Where Could the Team Be...
by Aptus PM Team | Dec 3, 2025 | Equity Case Studies, Equity Research
American Tower Corp (AMT) Case Study Amazon.com Inc. (AMZN) Case Study Amphenol Corporation Class A (APH) Case Study Broadridge Financial Solutions, Inc. (BR) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study Diamondback Energy, Inc. (FANG) Case...
