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. WHAT YOU'LL LEARN HERE: 0:00:00 - Intro 0:00:57 - The Buy List’s investment strategy 0:06:49 - Top performers from 2024 0:12:10 - Investment mistakes & sells 0:15:21 - Adobe 0:16:49 - Allison Transmission 0:20:36 - Heico 0:28:34 - Equal-weighting the portfolio 0:32:29 - Staying aware of the macro environment 0:45:59 - Lumine Group stock pitch 1:01:09 - Outro Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/top-stocks-for-2025-the-buy-list-eddy-elfenbein/ Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind/ 🔔 Subscribe now and never miss an episode: http://www.youtube.com/c/WeStudyBillionaires?sub_confirmation=1 📊 Add the Fundrise Flagship Fund to your portfolio in just minutes and with as little as $10. https://fundrise.com/wsb ▶️ RELATED EPISODES: - Quality of Earnings: Uncovering Hidden Red Flags in Stocks w/ Clay Finck: https://youtu.be/xfrlfeeD2gM - Why Most Stocks Will Lose You Money w/ Professor Hendrik Bessembinder: https://youtu.be/G9_DqRf6Fto - Buying and Holding Stocks for the Long Run w/ Pierre-Olivier Langevin: https://youtu.be/uiPujfiL8ro - Warren Buffett's Favorite Book: Common Stocks and Uncommon Profits by Philip Fisher: https://youtu.be/09w7yNKrWtI - Long-Term Compounding w/ Chris Mayer | Constellation Software, Topicus, & Lumine: https://youtu.be/1GnT1jxO8uA ABOUT OUR SHOW On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market. Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ The Intrinsic Value newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #StockMarket2025 #InvestingTips #TopStockPicks #EddyElfenbein #LumineGroup