Navigating Cyclical Stocks and Emotional Investing

This chapter explores the intricacies of investing in lesser-known cyclical stocks, emphasizing their market dynamics and past performance pitfalls. The speakers discuss the importance of emotional discipline, the significance of diversified portfolios beyond tech stocks, and the balance between macroeconomic awareness and fundamental analysis. They also highlight specific stocks positioned for growth and the challenges of sticking to a long-term investment strategy amidst market fluctuations.

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Episode notes

On today’s episode, Clay is joined by Eddy Elfenbein to discuss his top stock picks for 2025. After Clay lets Eddy go, he also outlines his top stock pick for 2025 — Lumine Group.

Eddy Elfenbein is a portfolio manager and creator of the Buy List, a portfolio of high-quality stocks that have consistently outperformed the market. Known for his Crossing Wall Street blog, he simplifies complex financial concepts into actionable insights for investors.

He also manages the AdvisorShares Focused Equity ETF ($CWS), which is based on his Buy List of high-quality stocks.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

04:29 - Eddy’s views on the current market and economy.

07:00 - The Buy List’s top performers from 2024.

14:41 - An overview of the names he added and removed from The Buy List.

30:38 - How Eddy balances being aware of the macro environment without letting it override his investment process.

44:15 - The investment thesis for Lumine Group.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
The Buy List for 2025.
Crossing Wall Street Blog and Substack.
ETF (Ticker: CWS) information.
Clay’s previous episode on Mark Leonard’s shareholder letters.
Check out Interactive Brokers.
Seeking Winners Substack (Lumine write-up is titled, ‘Carving Out Growth’).
Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page.
Follow Clay on Twitter.
Check out all the books mentioned and discussed in our podcast episodes here.
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