HX Research

One year ago this week, the great Charlie Munger passed away at 99 years old. As we have learned more about the quotes of the greatest investors in history, Munger stands out as the #GOAT (Greatest-of-all-Time) regarding his pithy insights. In honor of the passing of the most significant investment quote master of all time, we thought we would share some of our favorites in today’s HX Daily. Enjoy!

A year ago tomorrow the great Charlie Munger passed away at the age of 99 years old. Historically had not followed his writings and quotes very much but in the last year have dived in and - WOW - he truly is the single most pithy investor of ALL TIME! In his honor we share some of his quotes in today's HX Daily here... https://lnkd.in/eaHwS2Ph

We have been analyzing stocks for over thirty years. Over those three decades, our process has developed tremendously, but it has also simplified down to just a few key metrics we use to get an initial view. Beginning in July, HX Daily once a week, we are going to use this "Quantamental" approach to analyze one of the most popular stocks in the stock market. This week, we updated our analysis of NVIDIA Corporation (NASDAQ: NVDA), and you can read our analysis below…

We have followed the work of Doug Kass of Seabreeze Partners and theStreet.com for many decades. We always find him to be critical and insightful. Recently, he published a note highlighting his concerns about the current stock market. In today's issue of HX Daily, we discuss those concerns and our own take. Check it out here… https://lnkd.in/e3zAuDFp

Earlier this morning we published our HX Research WEEKLY REVIEW. This week we discussed a potential period of consolidation in the stock market, used our "Quantamental" approach to take a look at leading chip company Broadcom, published Part II of Charlie Munger's "mental models" and finished with OUR take on how much the NVIDIA earnings report REALLY matters to the stock market. You can read it all here... https://lnkd.in/e53ZdpK5

We have heard many financial commentators say that NVDA is the most important stock in the stock market's history. With their recent earnings report behind us, we discuss this idea and whether we have seen any historical examples. We share our experience from twenty-five years ago and how it might play out soon. Read it here in this issue of HX Daily…

Last week, we shared some insights from the great Charlie Munger. These are psychological frameworks that Munger called his "mental models." They helped him understand and manage his own psychological biases in investing. We shared several of these with you last week, and in today’s HX Daily, we share some more…

We have been analyzing stocks for over thirty years. Our process has developed tremendously over those three decades, but we've simplified it to just a few key metrics, which we use to get an initial view. Once weekly, at HX Daily, we will use this "Quantamental" approach to analyze one of the stock market's most popular stocks. Since starting this approach in July, we have covered most of the TEN largest stocks in the S&P 500. Today we look at another with our analysis of Broadcom Inc. (NASDAQ: AVGO). We examine the stock using our "Quantamental" process, and you can read our analysis below…

The Trump victory, along with the Republican Party taking both houses of Congress, caught the stock market by surprise. From the moment it became the likely outcome, the stock market soared and took almost every stock with it. Now that some time has set in, the stock market is starting to decide upon some “winners” and some “losers.” Is the market making the right calls? We discuss this in today's issue of HX Daily here…

This morning we shared our HX Research WEEKLY REVIEW. This week we re-shared a five part series we published back in May called "Bitcoin $100,000". In the series we shared some international examples of #bitcoin demand including Turkey and El Salvador. We also shared a very brief history of #gold as a potential roadmap for the future of #bitcoin. Finally, we shared some thoughts on how to incorporate #bitcoin into your TRADING and INVESTING strategies. Check it all out here... https://lnkd.in/esnYt6tF