Jason and Jeff revisit their popular 2023 thought experiment to build a brand-new five-stock portfolio designed to hold through 2036. After reviewing how a massive 400% surge in Taiwan Semiconductor carried their original picks past the S&P 500, the hosts lay out their updated high-conviction roster. They break down the rapid store expansion of Mexican discount grocer BBB Foods, the secular land and housing tailwinds powering Green Brick Partners, the skilled nursing consolidation runway at CareTrust REIT, and debate whether to round out the portfolio with steady cash-flow giant ASML or speculative battery play QuantumScape.
00:46 Redux Setup Five Stocks
03:09 Housekeeping Speed Run
04:37 Old Picks Performance Review
07:54 Swaps and Digital Realty
10:03 MercadoLibre Surprise Factor
15:02 New 10 Year Framework
19:12 MercadoLibre Still Core
20:32 BBB Foods Growth Thesis
25:01 Store Growth Debate
27:12 Housing Market Weirdness
29:55 Green Brick Pick
31:55 Why Not Earlier
34:20 CareTrust REIT Thesis
39:14 Valuation And Run Up
42:07 ASML Or QuantumScape
47:46 Portfolio Rules Fight
49:42 Listener Picks Wrap Up
Companies mentioned: ASML, BN, BOC, COST, CTRE, DLR, FTNT, GOOG, GOOGL, GRBK, HD, MELI, NVDA, O, ORLY, QS, RHP, RKLB, TBBB, TSM
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