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Equity Research

Equity Research

by Aptus PM Team | Sep 20, 2023 | Equity Case Studies, Equity Research, Research Reports

Adobe, Inc. (ADBE) Case Study Alphabet, Inc (GOOGL) Case Study American Tower Corp (AMT) Case Study Broadridge Financial Solutions, Inc. (BR) Case Study Broadcom Inc. (AVGO) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study JPMorgan Chase &...
Aptus Musings: Stock Highlight – UnitedHealth Group, Inc (UNH)

Aptus Musings: Stock Highlight – UnitedHealth Group, Inc (UNH)

by David Wagner | Jul 25, 2023 | Equity Case Studies, Equity Research, Research Reports

On recent travels, I’ve been doing some thinking on the overall valuation of the domestic market – alongside reading a few differentiated thoughts on the matter. I don’t want to go as far as saying that investors need to be discounting a revolutionary change in the...
Aptus Musings: Stock Highlight – UnitedHealth Group, Inc (UNH)

Aptus Musings: Stock Highlight – Copart, Inc (CPRT)

by David Wagner | May 4, 2023 | Equity Case Studies, Equity Research, Research Reports

With the Kentucky Derby scheduled for this weekend, I’ve been thinking about the multiple similarities between horse racing and stock picking. The market for common stocks is like the pari-mutuel betting system at the racetrack. Patrons go to the track to make bets on...
Aptus Musings: Stock Highlight – UnitedHealth Group, Inc (UNH)

Aptus Musings: Stock Highlight – NVIDIA Corporation

by David Wagner | Sep 5, 2022 | Equity Case Studies, Equity Research, Research Reports

With this Aptus Musing focusing on the stock of the month, I thought I’d review the stock that has the least amount of U.S. exposure in our Compounders Portfolio – NVIDIA Corporation (NVDA). See the compliance approved Case Study here. But, before we start our dive on...
Aptus Musings: Stock Highlight – UnitedHealth Group, Inc (UNH)

Aptus Musings: Stock Highlight – Dollar General

by David Wagner | Jun 29, 2022 | Equity Case Studies, Equity Research, Research Reports

It’s been quite some time since we highlighted a single stock in our Aptus Compounders sleeve. To be quite honest, it makes complete sense given the level of market uncertainty here. We know that volatility creates opportunities – especially in the equity world, as...
Aptus Musings: Stock Highlight – UnitedHealth Group, Inc (UNH)

Aptus Musings: Stock Highlight – Home Depot, Inc. (HD)

by David Wagner | Feb 10, 2022 | Equity Case Studies, Equity Research, Research Reports

Who-Dey Fans- I am writing this with a smile on my face. The Cincinnati Bengals are going to the Superbowl – something I never thought I’d say – I’ve re-watched the game thrice. I keep my “Joey Burrow Prayer Candle” next to my laptop, as I don’t want to let it out of...
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