How do investment professionals evaluate individual stocks, and what matters most when deciding whether a company belongs in a portfolio?

In this episode of Upticks, Jake Falcon is joined by Falcon Wealth Advisors' Chief Investment Officer, Conner Hanlon, CFA®, for a conversation about the financial markets and the research behind investment decisions.

They discuss corporate earnings, AI infrastructure spending, inflation, higher interest rates, geopolitical developments, and the risks associated with concentrated market exposure. Conner also walks through how the investment team evaluates potential holdings, including diversification, financial performance, debt, management, and long-term business prospects.

The discussion concludes with their outlook for 2027 and how AI-driven productivity could influence companies across different industries.
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