Chit Chat Stocks 6 Stocks For 2026
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Dec 24, 2025 Dive into a compelling discussion about the stock picks for 2026! The hosts cover Airbnb's unique position in the alternative lodging market and its growth prospects. They also explore Sprouts Farmers Market’s expansion strategy and potential returns. Adobe faces AI competition, yet shows strong revenue potential. MercadoLibre highlights dominance in Latin America’s e-commerce, while Amazon boasts a robust logistics advantage. The controversial short thesis on Palantir raises eyebrows due to its extreme valuation. It's a tantalizing glimpse into future investments!
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Recording Glitches Led To New Setup
- Brett described a month of technical difficulties blamed on Intel, leading to a new computer and improved filming.
- The hosts used this to explain recent production changes for the show.
Airbnb’s Emerging Monopoly
- Airbnb has built a U.S.-centric marketplace with many listings exclusive to the platform, creating a widening moat.
- Ryan projects 12% bookings growth and operating margins rising toward 30%, making current valuation acceptable.
Buy Sprouts On Comp Sales Discipline
- Consider Sprouts when EV/EBIT has pulled back; Brett expects 10%+ revenue and 15%+ EPS growth over five years.
- Use comp-store sales and disciplined unit growth to judge long-term performance and buyback impact.