00:24 Holiday Greetings and Personal Updates

00:47 Review of Last Year's Stock Picks

01:27 Performance Highlights and Key Learnings

01:55 Non Consensus Investing Strategy

07:50 Top Stock Picks for the Upcoming Year

10:28 High-Risk, High-Reward Opportunities

11:46 Healthcare Sector Insights

14:18 Exploring Bumble and Other Non Consensus Ideas

17:24 Insurance and Financial Sector Picks

23:24 Navigating Policy Risks in High ROE Businesses

23:54 Analyzing First Solar's Market Position and Challenges

24:37 Exploring Flextronics and Data Center Opportunities

25:58 Retail Insights: Abercrombie & Fitch's Growth Potential

29:16 International Value Play: Banco Macro

30:54 Growth vs. Value: Investment Strategies

32:33 Regional Banks and Deregulation Benefits

34:33 Energy Sector Outlook and Investment Picks

38:26 Tech Giants and Market Dynamics

43:22 Concluding Thoughts and Holiday Wishes

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Lumida 2025 Stock Picks and Year In Review