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.

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