by Aptus PM Team | Jun 25, 2025 | Equity Case Studies, Equity Research, Research Reports
American Tower Corp (AMT) Case Study Amazon.com Inc. (AMZN) Case Study Broadridge Financial Solutions, Inc. (BR) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study Diamondback Energy, Inc. (FANG) Case Study JPMorgan Chase & Co. (JPM) Case Study...
by Aptus PM Team | Jun 24, 2025 | Equity Case Studies, Equity Research, Research Reports
Accenture PLC Class A (ACN) Case Study Alphabet Inc. (GOOGL) Case Study Apple Inc. (AAPL) Case Study Amazon.com Inc. (AMZN) Case Study American Tower Corp (AMT) Case Study Berkshire Hathaway Inc. Class B (BRK.B) Case Study Broadcom Inc. (AVGO) Case Study Broadridge...
by David Wagner | Mar 7, 2025 | Equity Case Studies, Equity Research, Research Reports
Before we highlight one of the Aptus Compounder’s holdings (15-stock, high-conviction strategy – shoot me an email if you have any questions on this unpackaged SMA strategy), let’s touch base on two things today: Given the recent volatility, if you have...
by David Wagner | Dec 5, 2023 | Equity Case Studies, Equity Research, Research Reports
In today’s report, we’ll be covering Chemed Corporation (“CHE”) – in our opinion, one of the last, great remaining publicly traded conglomerate companies. Conglomerates were in vogue for the majority of the 20th century. They came about because most of the mergers in...
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...
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...
