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We Study Billionaires - The Investor’s Podcast Network
TIP690: Top Stocks for 2025 & The "Buy" List w/ Eddy Elfenbein
Jan 10, 2025
Eddy Elfenbein, a prominent portfolio manager and creator of the Buy List, shares his top stock picks for 2025. He highlights the performance of notable stocks and discusses how he curates his selections. The conversation delves into maintaining a balance between macroeconomic awareness and disciplined investing. Notably, Eddy introduces Lumine Group, outlining its strategic growth in the media sector. He also emphasizes the importance of patience in stock investing, drawing insights from companies like Adobe and the challenges faced by others like Hershey.
01:03:54
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Quick takeaways
- Eddy Elfenbein's Buy List emphasizes a long-term investment strategy by selecting 25 high-quality stocks held for an average of five years.
- The 2024 market showed notable disparities in stock performances, with stocks like FICO and Miller Industries achieving significant gains despite economic uncertainties.
Deep dives
Eddie Elfenbein's Investment Approach and Buy List
The buy list is a unique investment strategy where Eddie Elfenbein selects 25 high-quality stocks each year, holding them for five years on average. This method emphasizes a hands-off approach, making only five changes per year, which eliminates the noise from daily market fluctuations. Elfenbein aims for companies with strong market positions and solid financial histories, allowing investors to benefit from a disciplined investment process. This strategy not only outperformed the S&P 500 since its inception in 2006 but also provides a simpler framework for investors to follow.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode