by David Wagner | Jul 1, 2022 | Equity Case Studies, Equity Research, Research Reports
HNW Equity Earnings Journal Adobe, Inc. (ADBE) Case Study Amazon (AMZN) Case Study Broadridge Financial Solutions, Inc. (BR) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study Dollar General (DG) Case Study Fidelity National Information...
by David Wagner | Feb 10, 2022 | 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...
by David Wagner | Dec 9, 2021 | Research Reports
Many of you know that we run various “stock sleeves” that we use as S&P 500 tracking replacements – Aptus Compounder (15 high-conviction stocks) and Aptus Core (~50 Stocks) that is composed of both the Aptus Value (25 stocks) and Aptus Growth (25 stocks)...
by David Wagner | Nov 10, 2021 | Research Reports
Many of you know that we run various “stock sleeves” that we use as S&P 500 tracking replacements – Aptus Compounder (15 high-conviction stocks) and Aptus Core (~50 Stocks) that is composed of both the Aptus Value (25 stocks) and Aptus Growth (25 stocks)...
by Aptus PM Team | Sep 25, 2020 | Equity Research, Research Reports
Our team does serious work on the names we own, summarized briefly here. Quantitative screening is great, but we see it as a first step, mostly to eliminate companies we won’t consider no matter the “value”. We’re sharing an example of one...
