Research Notes: Catching Up On Some Picks

Following up on SCHW, HOOD, and SENEA

A quick update on some of our favorite ideas of late.

The Charles Schwab Pitch

We recommended Charles Schwab SCHW 0.00%↑ a little over a year ago. Silicon Valley Bank had just failed, and SCHW had declined 24%.

Our pitch contained 3,400 words, but in essence could be boiled down to just two: come on. Charles bleeping Schwab was not going bankrupt. Yes, as another wri…