Chit Chat Stocks 2026 Stock Market Predictions
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Dec 31, 2025 The hosts review their 2025 stock performance, highlighting winners like Google and losers with potential. They make bold predictions for 2026, including the outlook for the AI boom, e-commerce success, and potential pitfalls for big tech stocks like Nvidia. Notably, they discuss the future of the Magnificent Seven and predict a negative return for their equal-weighted performance next year. Emphasizing the importance of patience and research, they reflect on strategic adjustments and their investment goals going forward.
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Buy Big Tech At Mid‑Teens Multiples
- Ryan Henderson found a high-quality list and bought Google when it hit a mid-teens EBIT multiple, which doubled his position.
- He trimmed later but credits that disciplined buy zone for carrying much of his 2025 gains.
Sizing Up Remitly Backfired Then Looked Attractive
- Ryan's largest detractor in 2025 was Remitly, which he still views as his most attractive opportunity.
- He sized up Remitly on momentum and remains optimistic despite a 25% drawdown.
Track Dollar Contribution, Not Just Percentages
- Brett Schafer used Portsido to inspect which holdings truly drove returns and to check sizing decisions.
- Use tools that reveal dollar contribution to avoid mis-sizing big positions.