The Joseph Carlson Show 10 Value Stocks To Buy For 2026
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Dec 16, 2025 The discussion dives into Barron's top stock picks for 2026, featuring a critical look at Amazon's growth potential driven by AWS and automation. Bristol Myers Squibb faces scrutiny due to pipeline risks, while Fairfax Financial is presented as a solid investment akin to Berkshire Hathaway. The episode also tackles Disney's intriguing licensing deal with OpenAI and Google's entry into real estate listings, which impacts Zillow's stock. Additionally, there's a funny take on regulatory missteps surrounding iRobot, showcasing the week's fail.
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Barron's Picks Often Concentrated Winners
- Barron's annual top-10 picks often outperform the S&P 500 but only a few stocks drive most returns.
- Joseph Carlson uses their list as a springboard to agree or suggest alternatives based on fundamentals.
Amazon's Upside Is Margin Expansion
- Barron's names Amazon its top 2026 pick citing AWS, ads, and new businesses like Zoox and Kuiper.
- Carlson emphasizes margin expansion and automation as the real catalysts for Amazon's upside.
Don't Buy Cheap Biotech Without A Thesis
- Avoid buying pharmaceutical companies solely because they're cheap after pipeline disappointments.
- Replace speculative biotech bets with higher-quality names like Meta for steadier earnings power, Carlson suggests.