4.5 • 928 Ratings
🗓️ 18 January 2023
⏱️ 58 minutes
🧾️ Download transcript
Time to check the scoreboard again on two of our 5-stock samplers. It's been a rough market this last year, but we're in it for longer than that, Fool! Some stocks that seem to have been crushed recently look a lot better if you just step back a few years. Some of them.
Stocks Mentioned: AAPL, TEAM, SEDG, SBUX, TDOC, AMZN, ETSY, TSLA, DIS
Host: David Gardner
Guests: Sanmeet Deo, Asit Sharma
Producer: Rick Engdahl
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0:00.0 | 30 separate times, |
0:01.2 | times, about every 10 weeks on this podcast, over six years, |
0:05.0 | I picked five stocks. |
0:06.7 | I chose a theme that made sense to me at the time, sometimes sublime sometimes, |
0:11.3 | this week included, silly. And then I thought to myself what are the five |
0:15.1 | best recommendations that I can come up with for stocks that fit that theme |
0:20.4 | aiming of course always to beat the market, the S&P 500 because otherwise, why are we bothering? |
0:28.3 | Then one year later, we review the picks and then another year passes the two year review two years later. |
0:35.0 | We never forget, we hope you wouldn't also, we score everything transparently and |
0:39.3 | accountably because we're fools and you should expect that of us and I would say expect that of |
0:44.8 | yourself too. Well then comes the three-year review which is going to be the most |
0:50.4 | telling and well why is that first because three years have passed since I |
0:55.1 | picked those five stocks we really can be smarter about what has happened and |
1:00.1 | why and what we can learn with the greater passage of time. |
1:04.1 | That's the smarter part. |
1:06.4 | But if I've done my job well, then we'll also be happier |
1:09.9 | and we hope richer too. |
1:12.4 | Now that three-year review and we hope richer too. |
1:12.5 | Now that three year review and we have one of those this week |
1:15.8 | is also important because most of the time we end the game |
1:19.4 | right there. |
1:20.1 | We're gonna keep holding those stocks in real life, mind you. |
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