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HX RESEARCH - Weekly Review

Week of November 18 - November 22, 2024

Hello HX Research Reader,

We hope you enjoyed this last week of our research. Our goal is to give you market insight and actionable ideas to help make you money!

To read more about our story you can read our welcome message here.

We hope you got a chance to check out our content, but below is a summary in you case you missed anything…

HX Daily

Monday, November 18

  • “The Pause That Refreshes”

    • Now that we are two weeks after the election, the stock market gains have started to slow down. We discuss two key sectors and their outlook in this issue.

Tuesday, November 19

  • “Our Analysis of Broadcom Inc. (AVGO)”

    • Across the last 30 years, we have refined our research process into a few simple metrics. In today’s HX Daily, we use our “Quantamental” approach to look at AVGO stock.

Wednesday, November 20

  • “The Mental Master”

    • Recently our colleague Sean Ring shared the “mental models” of the great Charlie Munger. Last week we shared some of these, and in this issue we share some more.

Thursday, November 21

  • “The Most Important EPS Report Ever!”

    • Now that the “all-important” NVDA earnings release is over, we discuss what it really means for the stock market in this issue. We also go back to the LAST time we saw an individual company take on this level of importance.

Have a great weekend!

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