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
- The Buy List for 2023.
- Crossing Wall Street Blog.
- Eddy Elfenbein's Twitter.
- ETF (Ticker: CWS) information.
- Trey Lockerbie's Twitter.
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