4.6 • 3.6K Ratings
🗓️ 27 January 2023
⏱️ 63 minutes
🧾️ Download transcript
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.
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0:00.0 | You're listening to TI-P. |
0:03.3 | My guest today is Eddie Elfenbine. |
0:05.9 | Eddie is a portfolio manager and editor of the blog Crossing Wall Street. |
0:10.5 | His buy list has beaten the S&P 500 by 102% over the last 17 years. |
0:17.0 | Eddie and I discuss his buy list for 2022 at the top of the year, episode 413, and I'm |
0:22.8 | so excited to review his list for 2023. |
0:25.9 | In this episode, you will learn how the 2022 list performed during one of the worst stock |
0:30.2 | market years on record, which stocks Eddie swapped out for 2023 and why, which stock performance |
0:36.8 | surprised Eddie the most over the last year. |
0:39.6 | In overview of the 2023 list and which stocks the TI-P finance tool considers to be the |
0:44.6 | most undervalued, Eddie slots on the markets and a whole lot more. |
0:48.7 | I've looked forward to this interview ever since Eddie and I spoke a year ago and I'm |
0:52.4 | hoping to make it in annual tradition. |
0:54.7 | The buy list performance speaks for itself, but I think you'll find this discussion highlights |
0:58.6 | a lot of the reasons why it continues to outperform. |
1:01.8 | So without further delay, here is the buy list for 2023 with Eddie Elfenbine. |
1:08.1 | You are listening to the Investors podcast where we study the financial markets and read |
1:16.4 | the books that influence self-made billionaires the most. |
1:19.6 | We keep you informed and prepared for the unexpected. |
1:32.0 | Welcome to the Investors podcast. |
1:33.4 | I'm your host, Tray Lockerby, and like I said at the top, I'm here with Eddie Elfenbine. |
1:37.4 | Eddie, welcome back to the show. |
... |
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