Our Stock Market Naughty and Nice List

Dec 24, 2025

Guest

Rachel Warren

Guest

Lou Whiteman

Lou Whiteman, a stock analysis expert, and Rachel Warren, a healthcare and consumer stocks specialist, dive into their naughty and nice lists for 2025. They highlight standout performers like Alphabet, Mercado Libre, and NVIDIA while critiquing underwhelming stocks such as Target and Fiserv. Rachel emphasizes the future of buy-now-pay-later models in retail, while Lou targets overlooked financials and space companies to watch. With an eye for 2026, they share their top picks for holiday shopping in the stock market.

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INSIGHT

Alphabet's Big Comeback

Alphabet surprised critics by delivering strong AI and search results, driving a ~70% stock gain in 2025.
Gemini and autonomous/streaming expansions gave investors a compelling path forward for the business.

INSIGHT

NVIDIA Stayed The Course

NVIDIA met expectations and continued its dominance in AI hardware, rewarding patient investors.
The company remains a core beneficiary of the AI boom and retained strong investor appeal.

ANECDOTE

Rocket Lab's Engineer-CEO Example

Lou admires Rocket Lab CEO Sir Peter Beck for maintaining an engineer's long-term focus despite public markets.
Rocket Lab doubled in 2025 while sticking to its original vision and timelines.

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We’re making a list and checking it twice. There have been nice companies and great CEOs in 2025 but there have also been some duds. We discuss the stocks on each list and end with going shopping for stocks we want to buy in 2026.

Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Stocks on our “Nice List”

- Stocks on our “Naughty List”

- Discount stocks we’re shopping for after the holidays

Companies discussed: Mercado Libre (MELI), Alphabet (GOOG, GOOGL), Rocket Lab (RKLB), NVIDIA (NVDA), TJX Companies (TJX), Klarna (KLAR), Fiserve (FI), Target (TGT), Starbucks (SBUX). Eli Lilly (LLY), Pfizer (PFE), Walmart (WMT), Costco (COST), and Lululemon (LULU).

Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

Engineer: Dan Boyd

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