#294: Our Boldest Stock Buys for 2026

For investors looking to refresh their portfolios heading into the new year, we’ve got a list of stocks hot off the presses. Mike and Emmet unpack:

1. A stock they love with a market cap under $1 billion
2. A favorite European stock
3. A stock down more than 30% from its all-time highs

Small Caps:

Relais Group (HEL: RELAIS), a Finnish auto aftermarket specialist.

Vertical Aerospace Ltd (NYSE: EVTL), a specialist in eVTOLs (electric vertical takeoff and landing aircraft).

European Stocks:

Camurus AB (STO: CAMX), a biotechnology company focused on improving treatments for opioid addiction.

Vinci SA (EPA: DG), a French infrastructure giant that operates airports, toll roads, and construction companies worldwide. They also charge Mike tolls every month.

A Fallen Warrior:

Novo Nordisk (CPH: NOVO-B), the owner of Ozempic and Wegovy.

Rivian (NASDAQ: RIVN), the 2021 EV darling that has yet to recapture the market’s love.

Tune in to hear Mike and Emmet’s favorites—and which stocks they’d add to their personal portfolios.

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00:00 Intro01:40 Stock Picks: Under a Billion Market Cap02:54 Relay Group: European autoparts08:25 Vertical Aerospace: High Risk, High Reward20:00 Camurus AB, a biotech innovator24:50 Vinci SA: The King of French Infrastructure29:26 Stock Downturns and Opportunities30:45 Investment Case for Novo Nordisk35:13 Rivian: The EV Truck Contender44:42 Follow Prophet