10 Years Later: 5 Brexit-Inspired Stocks
Summary
Host David Gardner and analyst Carl Thiel revisit a five-stock portfolio selected in 2016 to capitalize on Brexit uncertainty. They review the decade-long performance of Alphabet, Euronet Worldwide, Hain Celestial, Booking Holdings, and Tesla. While Hain Celestial collapsed, massive gains from Alphabet and Tesla helped the sampler significantly outperform the S&P 500, illustrating the power of letting innovative winners run.
Topics discussed
Introduction: 10-year Brexit stock sampler revisit
Guest intro and S&P 500 performance context
Stock 1: Alphabet (Google) analysis and results
Stock 2: Euronet Worldwide performance review
Stock 3: Hain Celestial failure and accounting issues
Sponsor break: AquaTrue water purifier
Stock 4: Booking Holdings (Priceline) review
Stock 5: Tesla performance and innovation discussion
Portfolio summary: Winners, losers, and key lessons
Final thoughts, future episodes, and disclaimer
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