Buy Hold Sell

Join ⁠Tobin Smith⁠ (⁠TransformityResearch.com⁠ CIO) and ⁠Todd M. Schoenberger⁠ (CEO, ⁠CrossCheck Media⁠) as they welcome ⁠Jed Ellerbroek⁠, CFA, Portfolio Manager at ⁠Argent Capital Management⁠ 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

Join ⁠⁠Tobin Smith⁠⁠ (⁠⁠TransformityResearch.com⁠⁠ CIO) and ⁠⁠Todd M. Schoenberger⁠⁠ (CEO, ⁠⁠CrossCheck Media⁠⁠) as they welcome ⁠⁠Jed Ellerbroek⁠⁠, CFA, Portfolio Manager at ⁠⁠Argent Capital Management⁠⁠ 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

In this must-watch episode of WealthWise, host ⁠⁠⁠Jeffrey Hirsch⁠⁠⁠ welcomes ⁠⁠⁠Danny Riley⁠⁠⁠, a legendary figure in trading and CEO of ⁠⁠⁠MrTopStep.com⁠⁠⁠, to discuss his transformative path from floor runner to institutional innovator.

In this must-watch episode of WealthWise, host ⁠⁠Jeffrey Hirsch⁠⁠ welcomes ⁠⁠Danny Riley⁠⁠, a legendary figure in trading and CEO of ⁠⁠MrTopStep.com⁠⁠, to discuss his transformative path from floor runner to institutional innovator.

In this timely episode of Power Hour, host ⁠⁠James Breslo⁠⁠ engages in a compelling conversation with renowned Washington, D.C. correspondent ⁠⁠Jessica Stone⁠⁠. With a distinguished career spanning major outlets like Voice of America, CGTN America, and Stansberry Research, Jessica brings her expertise to dissect the latest developments in global politics and economics.

In this timely episode of Power Hour, host ⁠James Breslo⁠ engages in a compelling conversation with renowned Washington, D.C. correspondent ⁠Jessica Stone⁠. With a distinguished career spanning major outlets like Voice of America, CGTN America, and Stansberry Research, Jessica brings her expertise to dissect the latest developments in global politics and economics.

In this insightful episode of Buy Hold Sell, Wall Street veterans ⁠Tobin Smith⁠ and ⁠Todd M. Schoenberger⁠ sit down with ⁠Jillian Murrish⁠, Co-Founder and CEO of ⁠Pier Asset Management⁠, a private credit investment firm focused on niche deals in specialty finance based in Manhattan Beach, California. Jillian delves into her firm's strategic focus on specialty finance and alternative investments, emphasizing:

➡️Targeting underserved markets with deals under $25 million

➡️Prioritizing cash-flowing assets and senior secured credit facilities

➡️Acquiring loan portfolios from stressed sellers to capitalize on market volatility

➡️Exploring the potential of converting their music royalties fund into a publicly marketable structure

The discussion also covers innovative investment avenues like music royalties and litigation finance, highlighting how Pier Asset Management navigates these complex sectors. Additionally, Tobin Smith shares insights into the N95 mask manufacturing industry, discussing his company's unique position as the only certified producer in the U.S., the significant government demand driving cash flow, and the competitive advantages of their fully robotic manufacturing plant. Don't miss this episode packed with expert analysis and unique perspectives on alternative investment strategies.

📺 Listen to the full episode now!

🔔 ⁠Subscribe to CrossCheck Media on YouTube⁠ for more expert insights and in-depth discussions.

🔍 YouTube SEO Optimization Tags:

#BuyHoldSell #JillianMurrish #PierAssetManagement #SpecialtyFinance #AlternativeInvestments #MusicRoyalties #LitigationFinance #PrivateCredit #SeniorSecuredLoans #CashFlowInvesting #TobinSmith #ToddSchoenberger #N95Manufacturing #RoboticManufacturing #InvestmentStrategies #MarketVolatility #CrossCheckMedia #FinancialInsights #InvestmentPodcast #AlternativeAssets #BTT #BizTalkTodayTV

📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of ⁠CrossCheck Media⁠ or ⁠Biz Talk Today TV⁠. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer beware approach is always prudent. CrossCheck Media and Biz Talk Today TV disclaim any liability for financial loss or damages arising from the use of this content.

In this insightful episode of Buy Hold Sell, Wall Street veterans Tobin Smith and Todd M. Schoenberger sit down with Jillian Murrish, Co-Founder and CEO of Pier Asset Management, a private credit investment firm focused on niche deals in specialty finance based in Manhattan Beach, California. Jillian delves into her firm's strategic focus on specialty finance and alternative investments, emphasizing:

➡️Targeting underserved markets with deals under $25 million

➡️Prioritizing cash-flowing assets and senior secured credit facilities

➡️Acquiring loan portfolios from stressed sellers to capitalize on market volatility

➡️Exploring the potential of converting their music royalties fund into a publicly marketable structure

The discussion also covers innovative investment avenues like music royalties and litigation finance, highlighting how Pier Asset Management navigates these complex sectors. Additionally, Tobin Smith shares insights into the N95 mask manufacturing industry, discussing his company's unique position as the only certified producer in the U.S., the significant government demand driving cash flow, and the competitive advantages of their fully robotic manufacturing plant. Don't miss this episode packed with expert analysis and unique perspectives on alternative investment strategies.

📺 Listen to the full episode now!

🔔 Subscribe to CrossCheck Media on YouTube for more expert insights and in-depth discussions.

🔍 YouTube SEO Optimization Tags:

#BuyHoldSell #JillianMurrish #PierAssetManagement #SpecialtyFinance #AlternativeInvestments #MusicRoyalties #LitigationFinance #PrivateCredit #SeniorSecuredLoans #CashFlowInvesting #TobinSmith #ToddSchoenberger #N95Manufacturing #RoboticManufacturing #InvestmentStrategies #MarketVolatility #CrossCheckMedia #FinancialInsights #InvestmentPodcast #AlternativeAssets #BTT #BizTalkTodayTV

📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer beware approach is always prudent. CrossCheck Media and Biz Talk Today TV disclaim any liability for financial loss or damages arising from the use of this content.

Mastering Market Momentum: Alex Spiroglou Unveils the MACD-V on WealthWise

Mastering Market Momentum: Alex Spiroglou Unveils the MACD-V on WealthWise