We Study Billionaires - The Investor’s Podcast Network
Business:Investing
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
NEW TO THE SHOW?
P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
SPONSORS
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
TIP612: Investing In Fear: Profiting From Maximum Pessimism w/ Lauren Templeton
TIP611: The Bear Case for China w/ Kyle Bass
BTC171: Bitcoin Tech Update with Alex Leishman (Bitcoin Podcast)
TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
TIP609: Fooled by Randomness by Nassim Taleb
BTC170: Bitcoin's Hardware Future w Bob Burnett (Bitcoin Podcast)
RWH041: Ignore the Crowd w/ Super-investor Bruce Berkowitz
TIP608: Long-Term Compounding w/ Chris Mayer
BTC169: Bitcoin Changing Africa's Energy and Finance Incentives w/ Alex Gladstein (Bitcoin Podcast)
TIP607: Small But Mighty: Uncovering Smallcap Value w/ Paul Andreola
TIP606: Multi-Bagger First Principles w/ Ian Cassel
BTC168: Bitcoin Discreet Log Contracts DLC on LN Markets w/ Romain Rouphael (Bitcoin Podcast)
TIP605: Untangling Global Outperformers w/ Dede Eyesan
TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve
BTC167: How Decentralized is Bitcoin Mining w/ Harry Sudock (Bitcoin Podcast)
TIP603: Richer, Wiser, Happier, Q1 2024 w/ Stig Brodersen & William Green
TIP602: Same as Ever w/ Morgan Housel
BTC166: Bitcoin Custody For Institutions w/ Caitlin Long and Wes Knobel (Bitcoin Podcast)
RWH040: Go Global w/ Laura Geritz
TIP601: Junk to Gold by Billionaire Willis Johnson
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Forward Guidance
Macro Voices
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast