We Study Billionaires - The Investor’s Podcast Network

TIP413: The "Buy" List for 2022 w/ Eddy Elfenbein

Jan 14, 2022

Eddy Elfenbein, founder of Crossing Wall Street and portfolio manager of a successful ETF, shares his insights on investing. He reveals his curated 'buy list' of 25 stocks for 2022 and the stringent criteria for selection. Eddy discusses the emotional aspect of rebalancing portfolios and highlights companies like Aflac as potential gems. The conversation dives into current economic trends, including the paradox of low unemployment amid workforce shrinkage, and strategies for navigating market volatility with long-term investment focus.

50:18

Episode guests

Eddy Elfenbein

AI Chapters

Episode notes

Intro

4min

The Buy List Strategy

10min

Enhancing Financial Careers and Streamlining Business Finance

4min

Selecting Stocks for Long-term Success

17min

Investing Insights and Sponsor Highlights

5min

Navigating Economic Uncertainty

9min

Exploring Qualitative Investment Strategies and Influential Literature

6min

Trey Lockerbie sits down with Eddy Elfenbein. Eddy is the founder of Crossing Wall Street, which is a financial blog that’s been running for 17 years. He’s also the portfolio manager for an ETF based on his Buylist that he releases once per year. Interestingly enough, the list holds 25 stocks and is only rebalanced or changed at the end of the year. The buy list has beaten the S&P 500 by 61% since inception.

IN THIS EPISODE, YOU'LL LEARN:

08:40 - How Eddy thinks through selling and rebalancing the portfolio.
18:11 - What’s on the buy list for 2022 and what does it take to qualify to make it onto the list.
41:14 - Eddy’s thoughts on the recent jobs numbers and markets today.
48:51 - Individual companies that stood out to Trey in the list, and also Eddy’s top pick.
And much much more!

*Disclaimer: Slight timestamp discrepancies 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.
Crossing Wall Street's website.
CWS's ETF.
Eddy Elfenbein's Twitter.
Trey Lockerbie's Twitter.

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