TIP690: Top Stocks for 2025 & The "Buy" List w/ Eddy Elfenbein

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 10 January 2025

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today’s episode, Clay is joined by Eddy Elfenbein to discuss his top stock picks for 2025. After Clay lets Eddy go, he also outlines his top stock pick for 2025 — Lumine Group. Eddy Elfenbein is a portfolio manager and creator of the Buy List, a portfolio of high-quality stocks that have consistently outperformed the market. Known for his Crossing Wall Street blog, he simplifies complex financial concepts into actionable insights for investors. He also manages the AdvisorShares Focused Equity ETF ($CWS), which is based on his Buy List of high-quality stocks. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 04:29 - Eddy’s views on the current market and economy. 07:00 - The Buy List’s top performers from 2024. 14:41 - An overview of the names he added and removed from The Buy List. 30:38 - How Eddy balances being aware of the macro environment without letting it override his investment process. 44:15 - The investment thesis for Lumine Group. And so much more! 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, Kyle, and the other community members. The Buy List for 2025. Crossing Wall Street Blog and Substack. ETF (Ticker: CWS) information. Join our highly vetted community of value investors here. Clay’s previous episode on Mark Leonard’s shareholder letters. Check out Interactive Brokers. Seeking Winners Substack (Lumine write-up is titled, ‘Carving Out Growth’). Email Shawn at [email protected] to attend our free events in Omaha or visit this page. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock Found Unchained The Bitcoin Way Vanta Fintool PrizePicks Onramp SimpleMining TurboTax Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! 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! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:03.0	On today's episode, we bring back Eddie Elfenbine to discuss his buy list for 2025.
0:08.0	Since 2006, Eddie has published his buy list of 25 stocks once per year, and since the inception,
0:14.0	it has outperformed the S&P 500 producing returns of around 11.2% versus 10.6% for the broader market. In 2016, he also launched an
0:22.9	ETF that closely replicates the strategy, which is referred to as the advisor shares
0:27.5	focused equity ETF under the ticker CWS. During this discussion, we cover Eddie's views on
0:33.4	the current market and economy, the buy list's top performers from 2024, an overview of the
0:38.6	names he added and removed from the list, how Eddie balances being aware of the macro
0:43.3	environment without letting it override his investment process and so much more.
0:47.7	During the last third of the episode after I let Eddie go, I also outlined a stock pick I recently
0:52.5	purchased for my own portfolio, which is Lumen Group.
0:55.4	With that, I bring you today's episode with Eddie Elfenbine.
1:01.7	Since 2014 and through more than 180 million downloads,
1:06.3	we've studied the financial markets and read the books that influence self-made billionaires the most.
1:11.8	We keep you informed and prepared for the unexpected. Now for your host, Playfink.
1:21.6	Welcome to the Investors podcast. I'm your host, Clay Fink. On today's episode, I'm happy to welcome
1:31.2	Eddie Alphen Bine back to the show. Eddie, it's so great to have you back. Great to be back.
1:35.8	Thanks for having me. Well, I've really been looking forward to this conversation and eagerly
1:40.2	awaiting the release of your buy list for 2025. For those not familiar, Eddie launched the
1:45.9	buy list back in 2006, and then he launched an ETF in 2016, which essentially just replicates
1:51.8	the strategy with the buy list. And the buy list in the ETF, they're a bit unique in the
1:56.7	sense that you pick 25 stocks for the year. All the stocks are equally weighted, and you only make
	...

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