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 David Wagner | Dec 17, 2025 | Market Updates
As one of the most searing dissections of 1980s yuppie culture, American Psycho has become a movie with a cult following, as it depicts Patrick Bateman’s journey as a part-time Wall Street Vice President while being a full-time serial killer. American Psycho is a...
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 JD Gardner | Dec 3, 2025 | Market Updates
When I was a kid, I assumed tomorrow would look like today. Mom, Dad, and my brothers all together under one roof. Sure, I thought about the future, but I just kinda thought the future would happen; I’d still be eating mom’s cooking and going to basketball games with...
by Aptus PM Team | Dec 2, 2025 | Market Updates, Webinar
Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following: November Recap Rate Outlook EPS Outlook...
