We Study Billionaires - The Investor’s Podcast Network

TIP518: The "Buy" List for 2023 w/ Eddy Elfenbein

Jan 27, 2023

01:00:02

Highlights

AI Chapters

Episode notes

Not what but how well do they so

02:16

Investing in a turnaround opportunity: Polaris Sports and Entertainment

01:17

What to Look for in a Good Stock Investment

01:29

The Biggest Stock Surprised You the Most Last Year

01:56

Introduction

3min

How Did the ETF Perform in 2016?

1min

The ETF Was Flat or We Didn't Get Those Returns?

2min

Church and Dwight - I Like a Lot About It

2min

The Church and Dwight One

2min

What's Going on With Reynolds' Consumer Products?

2min

Do You Think COVID Will Help the Stock Market?

2min

Cryptocurrency ETFs - The Story of 2022

2min

The Biggest Stock Surprised You the Most Last Year

2min

10.

The Best Year to Own a Stock, You Really Don't See Your Gains Until the Third Year

2min

11.

TurboTax and Don't Do Your Taxes

5min

12.

Silgan Metal Containers

2min

13.

T.R.E.X.

2min

14.

Reynolds - Is That a Turnaround Opportunity?

2min

15.

Is Polaris a Cheap Stock or a Consumer Cyclic Stock?

2min

16.

Polaris

1min

17.

Miller, Ticker MLR, Has a Soft Spot for It?

2min

18.

Is It a 20% Loser?

3min

19.

Investing in Chemicals - The New Stocks in the New Year

3min

20.

Warren Buffett's Selenice Deal Could Be a Game Changer

2min

21.

Unchain Capital Concierge Onboarding - A Great Way to Improve Your Bitcoin Security

5min

22.

Is the Fed Going to Cut Interest Rates?

3min

23.

American Water Works

2min

24.

How to Find Good Stocks

2min

25.

Is the Buy List a Hindrance?

5min

26.

How Would You Replace Silgan Tomorrow?

1min

27.

Crossing Wall Street ETFs - What Are They?

2min

28.

Eddy Elfenbein on Twitter

3min

Trey chats with Eddy Elfenbein, a portfolio manager and editor of the blog Crossing Wall Street. They discussed his Buy List for 2022 and reviewed his list for 2023. Eddy's 'Buy List' has beaten the S&P 500 by 102% over the last 17 years.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:08 - How the 2022 list performed during one of the worst stock market years on record.

06:12 - Which five stocks Eddy swapped out for 2023 and why.

20:58 - Which stock performance surprised Eddy the most.

39:07 - An overview of the 2023 list and which stocks the TIP finance tool considers to be the most undervalued.

47:39 - Eddy’s thoughts on the markets.

Disclaimer: Slight discrepancies in the timestamps 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.
The Buy List for 2023.
Crossing Wall Street Blog.
Eddy Elfenbein's Twitter.
ETF (Ticker: CWS) information.
Trey Lockerbie's Twitter.

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