00:24 Holiday Greetings and Personal Updates
00:47 Review of Last Year's Stock Picks
01:27 Performance Highlights and Key Learnings
01:55 Non Consensus Investing Strategy
07:50 Top Stock Picks for the Upcoming Year
10:28 High-Risk, High-Reward Opportunities
11:46 Healthcare Sector Insights
14:18 Exploring Bumble and Other Non Consensus Ideas
17:24 Insurance and Financial Sector Picks
23:24 Navigating Policy Risks in High ROE Businesses
23:54 Analyzing First Solar's Market Position and Challenges
24:37 Exploring Flextronics and Data Center Opportunities
25:58 Retail Insights: Abercrombie & Fitch's Growth Potential
29:16 International Value Play: Banco Macro
30:54 Growth vs. Value: Investment Strategies
32:33 Regional Banks and Deregulation Benefits
34:33 Energy Sector Outlook and Investment Picks
38:26 Tech Giants and Market Dynamics
43:22 Concluding Thoughts and Holiday Wishes
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