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April 2026 Meeting Minutes

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Meeting date Title Meeting type Short summary, optional Minutes markdown

## Call to Order

7:05 PM CST start.

## Attendance

Present: Braun, Daniels, Dower, Gore, D. Huebner, J. Huebner, M. Jahraus, S. Jahraus, Maung, Rotblut, S. Smith, T. Smith, Studt, B. Sullivan, Valenzuela, Weaver, and Jenkins as guest.

Absent: No one.

## Prior Minutes

March minutes were reviewed and approved unanimously.

## Outstanding Dues

None. All members paid for second quarter.

## Treasurer's Report

Treasurer's Report dated 03/31/26 was emailed to members on April 1. The Rotblut Report and Daniels Nightly Report were also noted. Motion to approve treasurer reports was seconded and unanimously approved.

## Old Business and New Business

- Bryan Sullivan provided an update on the proposed amendment/restatement of the Partnership Agreement. Items to address include biometrics, Steve Jenkins admittance, and privacy concerns.
- Scott Daniels discussed his Claude research assignment and comparison of Claude and ChatGPT for stock analysis.
- Bagley and Co. invoice for tax preparation was paid.
- Lending library copies of Cramer's newest book were discussed.

## Market Topics and Investment Strategies

- 150 years of stock market crashes.
- IRA wash sales.

## Stock Report

Wildcat presentation: Report #01, 2026-0331 WAT.

## Portfolio Discussion

Portfolio news was submitted electronically March 31. Portfolio survey results were discussed. Fifteen of sixteen members responded, with 63% of responses marked "Hold." Tesla received the most varied feedback.

## Portfolio Action

- Busey Checkbook: $50.00 after account minimum.
- Broker cash total: $2,900 available for trades.
- Broker money market balance: $100.00.

## Motions

### Sell

Gore moved for a limit order to sell 50 shares of Nvidia at $200 per share; seconded by Studt. Result: 9 for, 4 against, 1 abstain. Motion passed.

### Membership

S. Smith moved to raise the club membership limit to 17 and accept Steve Jenkins as a new member; seconded by J. Huebner. Result: 16 for, 0 against, 0 abstain. Motion passed unanimously.

## Next Meeting

Tuesday, May 5, virtual Zoom beginning at 7:00 PM. Group 02 scheduled to report.

## Adjournment

Meeting adjourned at 9:00 PM hard stop.

Submitted by Scott Smith for Lwin Maung.

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