Buckpassers Investment Club

Minutes - November 4, 2025 Meeting Minutes

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Meeting minutes

November 4, 2025 Meeting Minutes

2025-11-04 ยท regular

October minutes approved, all 2025 dues paid, treasurer reports approved, December seasonal outing confirmed, BI magazine subscription approved, 2026 officer slate discussed, year-end portfolio moves reviewed, and motions passed for GEV, RYAN, IONQ, POET, and Better Investing dues.

---
title: "Buckpassers Investment Club Minutes - November 4, 2025"
date: 2025-11-04
meeting_date: "November 4, 2025"
type: "minutes"
summary: "October minutes approved, all 2025 dues paid, treasurer reports approved, December seasonal outing confirmed, BI magazine subscription approved, 2026 officer slate discussed, year-end portfolio moves reviewed, and motions passed for GEV, RYAN, IONQ, POET, and Better Investing dues."
---

Buckpassers Investment Club Minutes

**Meeting Date:** November 4, 2025
**Call to Order:** 7:03 PM CST
**Submitted by:** Val Valenzuela

Attendance

**Present:** Braun, Daniels, Gore, D. Huebner, J. Huebner, M. Jahraus, S. Jahraus, S. Smith, T. Smith, Studt, Valenzuela, Weaver

**Absent:** Rotblut, Maung, Dower, B. Sullivan

Minutes

October minutes were reviewed, proclaimed proficient, and approved unanimously.

Outstanding Dues

All members are paid up for 2025.

Firetruck Fund

The Firetruck Fund is deactivated for the foreseeable future.

Treasurer's Report

The Treasurer's Report dated October 31, 2025 was emailed to members on November 2, 2025. **[Sequence #1]**

The Rotblut Report will be released in a timely fashion. **[Sequence #1A]**

The Daniels Nightly Report as of November 4, 2025 will be emailed late Tuesday afternoon. **[Sequence #2]**

Motion to approve the Treasurer's Reports was seconded and approved unanimously.

Old Business / New Business

Seasonal Outing

Seasonal outing details were confirmed. A December Zoom meeting is still to be determined.

**Date:** Tuesday, December 16, 2025
**Time:** 6:30 PM
**Location:** Valley Lodge Restaurant
2132 Waukegan Road
Glenview, IL 60025
**Phone:** (847) 724-7440

John Huebner confirmed the time.

A short meeting will be held on December 2 for year-end portfolio action. There will be no meeting in January.

BI Subscription

Motion to subscribe to BI magazine. All were in favor and the motion passed.

Officer Slate for 2026

The 2026 officer slate and small group reshuffle were discussed.

Nvidia Earnings Challenge

Another Nvidia Earnings Challenge was discussed and passed to Scott Daniels. Reports are due November 19.

Market Topics / Investment Strategy Discussion Points

Market streaks for 2025 year-to-date were discussed. **[Sequence #3]**

Note: Three days is when it reverses.

Portfolio News / Discussion

Portfolio News was submitted to members electronically on October 31. **[Sequence #4]**

Year-end portfolio moves were discussed, including:

  • Nvidia investments and partnerships with technology companies
  • RYAN Specialty: buy more and possibly sell original position
  • GEV: similar strategy discussed, with an average around 580
  • Tax-loss harvesting
  • Capital gains

Stock Reports

Group 01 presentations:

  • **Report #01:** Val presentation on Quantum Computing
  • **Report #02:** Val secondary Palantir report

Portfolio Action

**Busey Checkbook available for trades:** $1,680.00
**Broker Cash available for trades:** $18,665.00
**Broker Money Market balance:** $100.00

Motions

Buy Motions

  • Matt Jahraus motioned to buy 10 shares of GEV at market; seconded by Tom S.
  • Matt Jahraus motioned for a limit order of 5 shares of GEV at $500; seconded by S. Jahraus.
  • Dennis H. motioned to buy 100 shares of RYAN at $55 with the intention to sell the original position in 30 days; seconded by S. Jahraus.
  • Matt J. motioned to buy 100 shares of IONQ at a $25 limit; seconded by John H.
  • John H. motioned to buy 250 shares of POET at a $3.85 limit; seconded by Matt J.

Other Motions

  • S. Jahraus motioned to pay Better Investing annual dues/fees of $727.00; seconded by Daniels.

Next Meeting Date

**Traditional Zoom Meeting:** Tuesday, December 2, 2025 at 7:00 PM
This will be a short meeting. No scheduled stock reports; open for a wildcat report if anyone feels like it.

**Seasonal Outing:** Tuesday, December 16, 2025 at Valley Lodge, Glenview

Adjournment

The meeting adjourned at 9:00 PM hard stop.