Join <a href="https://www.linkedin.com/in/tobinsmith/">⁠Tobin Smith⁠</a> (<a href="https://www.transformityresearch.com/">⁠TransformityResearch.com⁠</a> CIO) and <a href="https://www.linkedin.com/in/todd-m-schoenberger/">⁠Todd M. Schoenberger⁠</a> (CEO, <a href="https://crosscheckmanagement.com/">⁠CrossCheck Media⁠</a>) as they welcome <a href="https://www.linkedin.com/in/ellerbroek/">⁠Jed Ellerbroek⁠</a>, CFA, Portfolio Manager at <a href="https://argentcapital.com/">⁠Argent Capital Management⁠</a> in St. Louis, MO. In this insightful episode:
🎯Jed discusses the tech mega-trend of in-house ASIC development, aimed at reducing reliance on NVIDIA.
🎯Tobin highlights his bullish stance on Micron memory chips, while Jed praises Broadcom’s commanding position.
🎯Jed shares his concentrated, low-turnover equity strategy and his selection process—from the largest US companies down to a select, “enduring businesses” portfolio.
🎯The trio dives into AI infrastructure, naming Microsoft, Google, and Amazon—Argent’s top holdings—and noting growth driven by cloud adoption.
🎯Cybersecurity gets attention too, with Fortinet lauded for strong management and resilience.
🎯Jed explains their underweight position in Apple, citing a need for more AI-driven products, and shares how software hiring trends are shifting towards experienced coders.
🎯Market dynamics, from consumer spending to political policy, frame the backdrop for this episode.
🎯Tobin shares market-crisis anecdotes, emphasizing the power of imagination in portfolio strategy.
🎯Jed announces the launch of an ETF version of his strategy, and the hosts discuss the growing influence of retail investors.
Guest Bio: Jed Ellerbroek, CFA, brings 20 years of investment experience to Argent’s Large-Cap strategy. A former PNC analyst turned portfolio manager since 2020, he's built a reputation on conviction-driven investing.
📌 Perfect for investors interested in technology, AI, and tactical equity management.
#BuyHoldSell #JedEllerbroek #ArgentCapital #TobinSmith #ToddSchoenberger #AIInfrastructure #ASICchips #NVIDIA #Micron #Broadcom #AmazonStock #Microsoft #Google #Fortinet #Apple #ETFlaunch #TechInvesting #WallStreet #EquityStrategy #Cybersecurity #StockMarket #BTT #BizTalkTodayTV #CrossCheckMedia #ToddMSchoenberger #Investing #Stocks #Retirement #media #news

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Buy Hold Sell: Jed Ellerbroek (Argent Capital) on ASICs, AI Infrastructure & New ETF Strategy

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