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We Study Billionaires - The Investor’s Podcast Network

TIP518: The "Buy" List for 2023 w/ Eddy Elfenbein

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 27 January 2023

⏱️ 63 minutes

🧾️ Download transcript

Summary

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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Transcript

Click on a timestamp to play from that location

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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