The Investing for Beginners Podcast - Your Path to Financial Freedom

Santa’s Stock Wishlist: Companies We’d Love to Buy (If the Price Was Right)

Dec 25, 2025
Join the hosts as they share their dream stock wishlist this holiday season! They dive into high-quality companies like Mercado Libre and Wingstop, which are admired but currently overpriced. The conversation includes Intuit's impressive margins, Cadence's critical role in semiconductor design, and Netflix's subscriber loyalty plus sports potential. They also ponder the IPO dreams of Chick-fil-A and SpaceX, discussing what makes these companies tick and what would make them buyable in the future.
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ANECDOTE

Personal Endorsement For On Shoes

  • Andrew Sather praises On Holding shoes and admits he likes their style and fit personally.
  • He links his interest in On to retailer partnerships like Dick's that amplify the brand.
INSIGHT

MercadoLibre’s Relentless Growth

  • Mercado Libre has grown revenue over 30% for 27 consecutive quarters, showing durable high-growth in Latin America.
  • Dave Ahern sees clear expansion runway into Mexico and Colombia and expects significant market-cap upside if valuation resets.
INSIGHT

Franchise Scale Potential At Wingstop

  • Wingstop presents a clear franchise roll-out opportunity with under 3,000 locations and room to triple store count.
  • Andrew Sather values simple unit economics but flags the stock has historically been expensive.
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