![“We took the contrarian stance because a lot of these names [homebuilders] were actually trading at half, 50% of their book value”](https://aptuscapitaladvisors.com/wp-content/uploads/2023/07/Quartz_publication_logo.svg-1080x416.png){kind=logo}
“The market has always rallied off of better than expected earnings per share guidance”
Earnings expectations for Microsoft and other tech giants![“The inability to execute on this front [managers’ handling of the consumer business] has led us to believe that there is a lot of internal strife at the company, which could create employee retention problems in the future”](https://aptuscapitaladvisors.com/wp-content/uploads/2020/10/reuters-6-logo-png-transparent-1080x675.png){kind=logo}
“The inability to execute on this front [managers’ handling of the consumer business] has led us to believe that there is a lot of internal strife at the company, which could create employee retention problems in the future”
Focus: Goldman Sachs CEO’s growth strategy gets traction with board-sources![“[After the Fed rescued the banking system in March] The only thing that can stop this rally is if a big time risk is put back on the table”](https://aptuscapitaladvisors.com/wp-content/uploads/2020/10/WSJ-700x675.png)
“[After the Fed rescued the banking system in March] The only thing that can stop this rally is if a big time risk is put back on the table”
Tech Stocks, Meme Stocks, Crypto: Investors Are Feeling Bold Again
“I’ve been unimpressed with management’s execution and vision on the consumer side of the company”
Goldman Sachs profits plunge 58% as dealmaking dries up![“[POOL] Investors are not accustomed to back to back poor quarters”](https://aptuscapitaladvisors.com/wp-content/uploads/2020/10/cnbc-1-1080x390.png)
“[POOL] Investors are not accustomed to back to back poor quarters”
3-Stock Lunch: LEN, POOL & CVNA