Brian Chingono of Verdad Advisers on gross profitability compensating for the problems with value and growth approaches to investing. View the full podcast with Brian Chingono of Verdad Advisers here: focusdst.com/e3_brian-ching…

Words of wisdom from Brian Chingono to close out our podcast. “An important truth I’ve learned along the way is that time is the most important ingredient for successful outcomes. View the full podcast with Brian Chingono of Verdad Advisers here: focusdst.com/e3_brian-ching…

Chart of the week: Employers are still in search of more employees. The labor market ended 2023 on a heater. ‌ The main takeaway from the December jobs report, out Friday morning, was an indefatigable labor market that surprised economists with its strength, #economy #work #fed

Artificial Intelligence was a big market mover in 2023 but its development has been a multi-year phenomenon with companies such as $META $GOOG $AAPL and $TSM. zurl.co/ksxD This post is not a solicitation of any order to buy, sell, or hold any particular security.

December 2023 insider transactions data for Russell 3000 companies by #sector. The table below tracks the # of insiders buying and selling. Not surprisingly #Technology with the lowest buyer to seller ratio. #Utilities were the only sector with more insiders buying vs. selling.

More human than human? Wedgewood's largest holding, Meta, shows us that AI can be used to drive both aggressive revenue and profit growth by giving 3.2bn daily users what they want to see. Read Wedgewood's latest update letter. lp.focusdst.com/wwcl/?utm_sour…

Insider Buy/Sell Ratio chart from Guru Focus. The USA CFO buy/sell ratio is nearing a 20-year low - currently 0.10 vs. a low of 0.06 in October of 2006.

Scatter plot chart showing YTD returns and 10-year annualized returns Russell 3000 constituents. Among other observations, SMCI in the upper right is a clear reminder of the distorting powers of recency bias. Their 10-year return was 9.2% two years earlier and 45.6% today.

Convince Me in 15 Minutes That Uranium is in a Bull Market with Adam Rozencwajg, CFA Managing Partner of Goehring & Rozencwajg youtu.be/3xANjHoIrZI #uranium #uraniumstocks #nuclearenergy

Chart below is a reminder why looking at full market cycles (the period between 2 market highs) is so important Despite the outsized recent returns from growth, growth and value are even since the last market high for the Russell 1000 Growth Index (on 12/28/2021) #volatility

Warren Buffett's 60th shareholder meeting at Berkshire Hathaway was this weekend. Todd A. Finkle, PhD recently spent time with us to discuss his biography of Warren Buffett. youtube.com/watch?v=ow3OQq…

In honor of NVDA day, a look at YTD returns (x-axis) and 3-year returns (y-axis) for the 14 Semiconductors in the S&P 500. For context, S&P 500 (SPX)  is up 11.6% ytd and up 34.2% over the past 3 years.

Formerly an advocate for solar energy, Brian Gitt offers a clear-eyed view of the future of energy. youtu.be/u2ocVcrFlQ8 Get a copy of Brian's book "In the Dark: Fixing Energy Policies That Hurt People & the Planet" at his link - altamira.studio/store/p/itd.

The Wedgewood Partners Inc Client Letter is now available. We think both their commentary on Apple Intelligence and also their comments on the AI boom are worth reading. lp.focusdst.com/wwcl/ $AAPL $PYPL $MSI $GOOG This is not investment advice or a recommendation.

Current thoughts on Apple from Wedgewood Partners Inc.: focusdst.com/wedgewood-comp… #invest #investing #apple #stocks #technology $AAPL Not investment advisor or recommendation.

After leading the markets for much of this year, all 19 Semis in the S&P 500 are negative over the past 10 trading days. Surprisingly, 7 of the 19 are also negative YTD. $SMH, which tracks semiconductors, is up 25% YTD - largely due to 25% being invested in $NVDA and $TSM.

Investors who bought Berkshire Hathaway stock made staggering returns. But, if you decide to invest in Berkshire today, what are you really buying? $brk $brk.a $brk.b #invest #investing #buffett #apple #cash Source & Image from Chartr & CNBC

Nvidia announced a $50 billion share #buyback as part of their earnings announcement. On the other hand, Nvidia #insiders have sold 13.5 million shares YTD. (CEO Jensen Huang accounted for approximately 35% of the sales.) $NVDA #stock #invest #investing Chart from GuruFocus

$MSI Motorola Solutions detailed write up from Wedgewood Partners Inc. Full Q3 commentary: lp.focusdst.com/wwcl/ #MSI #technology #Wedgewood #stocks #investing Motorola Solutions

New post from Aptus Capital Advisors - Ignore the Margin Debt Alarm zurl.co/1kzqc Margin debt reflects where we are, not where we're going...