Small/Midcap Bull Case (with Speaker2)

Brian Belski, a committed bull since 2009, argues that small and midcap stocks are dramatically undervalued relative to mega-cap tech. He expects earnings revisions to shift from large caps to the rest of the S&P 500, driving a market broadening that favors active stock pickers.

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Humilis Investment Strategies 8.2
Hedge Fund
Brian Belski 7.5

Small/Midcap Bull Case (with Speaker2)

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Expects earnings revision downgrade to the really big stocks, which implies a cautious outlook for the mega-cap heavy Nasdaq 100.

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We really think small cap, small midcap, is going to be a very exciting place in the next 10 years.

Introduces Brian Belski as a committed bull who has been in the markets since 2009.

Speaker2
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Learned the business from William O'Neil, who taught him to be contrarian and think where others are not.

From a value perspective, there are inherent fundamental value properties in the market, especially within financials. You can also buy Damian turnaround companies that are broken growth stocks operationally broken due to management changes or missteps but have a great platform or product.
Speaker3

Small and midcap stocks will be a very exciting place in the next 10 years.

All small and midcap companies in the S&P 1000 add up to less than the market cap of Apple, which is amazing and exciting for portfolio managers and stock pickers to have tracking error and beat the market.
Speaker3

Expects an earnings revision downgrade to the really big stocks, which will fade into the other 493 stocks in the S&P 500, driving a broadening out.
Highlights the acuity of Belski's research on the small and midcap idea compared to mega-cap tech like Apple.

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