Focusdst

Focus Distribution is a marketing and distribution firm that specializes in representing unique investment solutions. Disclosure:

[Focusdst @focusdst]

New post from Aptus Capital Advisors - Ignore the Margin Debt Alarm

https://t.co/LyEEQjLsZP

Margin debt reflects where we are, not where we're going...

[Focusdst @focusdst]

$MSI Motorola Solutions detailed write up from Wedgewood Partners Inc. Full Q3 commentary: https://t.co/6Bltfu1sWh #MSI #technology #Wedgewood #stocks #investing

@MotoSolutions

[Focusdst @focusdst]

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

[Focusdst @focusdst]

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

[Focusdst @focusdst]

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.

[Focusdst @focusdst]

Current thoughts on Apple from Wedgewood Partners Inc.: https://t.co/Y48z576FTp

#invest #investing #apple #stocks #technology $AAPL
Not investment advisor or recommendation.

[Focusdst @focusdst]

@ToffCap Here is the full report on $PYPL:
https://t.co/Y48z576FTp

[Focusdst @focusdst]

@SilliHalloumi @ToffCap Here is the full report:
https://t.co/Y48z576FTp

[Focusdst @focusdst]

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.

https://t.co/6Bltfu20LP

$AAPL $PYPL $MSI $GOOG
This is not investment advice or a recommendation.

[Focusdst @focusdst]

@Gen_Atomic Formerly an advocate for solar energy, Brian offers a clear-eyed view of the future of energy and makes a compelling case for small modular nuclear reactors.

https://t.co/8Sk3JoNNsR

[Focusdst @focusdst]

@patrickadownes Formerly an advocate for solar energy, Brian offers a clear-eyed view of the future of energy and makes a compelling case for small modular nuclear reactors.

https://t.co/8Sk3JoNNsR

[Focusdst @focusdst]

@duediligenceguy Formerly an advocate for solar energy, Brian Gitt offers a clear-eyed view of the future of energy and makes a compelling case for small modular nuclear reactors.

https://t.co/8Sk3JoOlip

[Focusdst @focusdst]

Formerly an advocate for solar energy, Brian Gitt offers a clear-eyed view of the future of energy.

https://t.co/8Sk3JoOlip

Get a copy of Brian's book "In the Dark: Fixing Energy Policies That Hurt People & the Planet" at his link - https://t.co/gpfVWxLaZ4.

[Focusdst @focusdst]

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.

[Focusdst @focusdst]

@jessebday @heresyfinancial https://t.co/iHOsqnuWiU

[Focusdst @focusdst]

@TrungTPhan Buffett biographer Todd Finckle on Warren Buffett
https://t.co/T9QSMkusZ2

[Focusdst @focusdst]

@QCompounding Buffett biographer Todd Finckle on Warren Buffett
https://t.co/T9QSMkusZ2

[Focusdst @focusdst]

@fire_ozgur Buffett biographer Todd Finckle on Warren Buffett
https://t.co/T9QSMkusZ2

[Focusdst @focusdst]

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.
https://t.co/fcPSG0v4IQ

[Focusdst @focusdst]

@CNBC Buffett biographer Todd Finckle on Warren Buffett
https://t.co/T9QSMkusZ2