Photo by Yorgos Ntrahas on Unsplash
 

In this Christmas Day episode, Dave and Andrew play a fun “Santa wishlist” game: what stocks (and even a couple private companies) would they love to see under the tree—if the price was right. These are high-quality businesses they admire, but most are too expensive at today’s valuations, so they’re watching and waiting.

They run through a mix of consumer brands, software, finance/data businesses, industrial compounders, and a few “wish it were public” names. Along the way, they talk through what makes each company attractive (growth, margins, moats, culture, capital allocation) and what would need to change for them to buy.

Key Topics Covered:

“Santa wishlist” investing: great companies, wrong price (for now)

Growth vs. valuation: waiting for quality to become “buyable”

Moats and execution: why some businesses keep winning

Capital-light compounders: margins, cash flow, and pricing power

Private-company dream picks + what an IPO could mean

Audio Length: 00:49:23

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