We Study Billionaires - The Investor’s Podcast Network TIP690: Top Stocks for 2025 & The "Buy" List w/ Eddy Elfenbein
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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.
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MAG-7 Dominance
- The 2024 stock market story is the MAG-7's dominance.
- Non-MAG-7 companies were left behind, creating a wide performance gap.
Buy List Outperformance
- Eddy Elfenbein's buy list outperformed the S&P 500 despite not owning any MAG-7 stocks.
- FICO surprisingly topped the list for two consecutive years.
Miller Industries Success
- Miller Industries, a small-cap tow truck company, saw a 150% increase in two years.
- Their success is attributed to strategic investments during COVID and improved economic conditions.