Exploring a Unique Chemical Company and the Insights of a Market Newsletter | 2min snip from We Study Billionaires

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TIP518: The "Buy" List for 2023 w/ Eddy Elfenbein

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CHAPTER

Exploring a Unique Chemical Company and the Insights of a Market Newsletter

This chapter explores a company's dual role in producing industrial chemicals and acetic acid, highlighting its impact on both the food and beverage sectors as well as industrial markets. It also discusses the creation of a market insights newsletter, detailing its format, origins, and the enjoyment it brings to the authors and subscribers alike.

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Episode notes

Trey chats with Eddy Elfenbein, a portfolio manager and editor of the blog Crossing Wall Street. They discussed his Buy List for 2022 and reviewed his list for 2023. Eddy's 'Buy List' has beaten the S&P 500 by 102% over the last 17 years.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:08 - How the 2022 list performed during one of the worst stock market years on record.

06:12 - Which five stocks Eddy swapped out for 2023 and why.

20:58 - Which stock performance surprised Eddy the most.

39:07 - An overview of the 2023 list and which stocks the TIP finance tool considers to be the most undervalued.

47:39 - Eddy’s thoughts on the markets.

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, and the other community members.
The Buy List for 2023.
Crossing Wall Street Blog.
Eddy Elfenbein's Twitter.
ETF (Ticker: CWS) information.
Trey Lockerbie's Twitter.

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